SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Regis McConnell who wrote (11368)12/3/1998 8:04:00 AM
From: Sector Investor  Read Replies (1) of 42804
 
Of course.

I'm just speculating on the "vibes" (that isn't the right term, but close enough) I picked up on from my attendance of the annual meeting and tour. I could be completely wrong - I certainly didn't foresee a drop to this level.

Noam stressed a priority was to "conserve and build cash". That didn't seem to be their priority 3 months earlier - at least the conserve part, as in the Q2 CC Noam talked about how they were seeing a lot of new opportunities to build on the Xyplex purchase, that they wanted cash available to pursue. They didn't say anything close to that in Q3.

Re: not a peep - has anyone seen an Ad for Fiber Driver? I haven't seen any NBase ads at all the last 2 months.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext