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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: George Dawson who wrote (11525)12/24/1998 1:34:00 PM
From: rascalbythesea  Read Replies (3) of 42804
 
George, I am the first one to tell you I am not a techie so if you want to chastise me for that, that's fine. I wish I was more technologically knowledgeable. After conversations with Dr. Rav-noy, Noam and the IR, Dianne. The words were that the company missed a sales cycle. To me that can only mean the parade passed them by. New products are not ready on time. The Q2 CC Noam spoke about a very exciting q4, as I am sure you are aware by now, Q4 is going to show an operating loss. Once again new products at higher margins would have made the outlook better. Have you heard the phrase "we are re-inventing ourselves". That also tells you the parade has passed them by.

I would like to point out that I have a substantial position in MRVC and a substantial loss to go with that.(my problem not yours). My hope is as I have said in a previous message, That Noam and Co. will get MRVC heading in the right direction and I can only hope it starts as of January 2. To show my ignorance, can you tell me what SOA stands for.

Thank you,

btb
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