MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Robert G. Harrell who wrote (9925)	8/6/1998 4:48:00 PM
From: Sector Investor	Read Replies (2) of 42804

<<So, if the contribution to 2nd Q revs from Xyplex was $5.2 mil, couldn't the bears argue that minus Xyplex, sales were flat from Q1 to Q2 1998?>> MRVC never gave out a Xyplex revenue for Q2. The $5.2 million was for Q1. The question of Xyplex Q2 revenue was asked, but MRVC said they could not break out a number anymore after the streamlining. When pressed for the Q1 number, they repeated the $5.2 million number for Q1. Now, regarding that $5.2 million, I don't think it is fair to extrapolate anything from a single number. I believe the acquisition closed on 2/2/98, so the $5.2 million technically is for 2 months. However, did Whittaker push to get more revenue in before 1/31/98 ( their qtr close), thus artificially lowering MRVC's portion? Or did the chips fall as they were? Also, MRVC eliminated legacy products and thus legacy product revenue. Did any of this occur in Q1, or is it all accounted for starting in Q2?

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