Bob,
First, I agree with you about the year-over-year growth
is very decent anyway.
But secondly, you have to realize that Q1'98 EPS actually
had 5 million contribution from Xyplex also. I don't know
if Q2'98 EPS contribution from Xyplex was ever stated. But
so, that will be Q2'98 60 million vs. Q1'98 55 million, using
your argument. I am not sure if it is right to assume 5 million
from Xyplex this quarter, and I am not sure if it is right to
break down Xyplex revenue at all. For example, prior to
Xyplex being bought by MRV, they had a line of LAN switches,
which is now NBASE. How much revenue that line of Xyplex
LAN switches was, I dont know.
A year from now, if the WDM products are actually out, and
the terabit router is more well defined and described, MRV
should be able to go for a billion market cap. |
