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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (18970)	2/20/2000 4:25:00 PM
From: delmarbill	Read Replies (1) \| Respond to of 42804

<<OA is the star>> But what products are making OA the star - any standouts, like the new tranceivers announced 11/16/99? Were the OA components shipping at capacity in Q3? Will OA components carry the weight when it comes to full company earnings again this quarter? I guess, since so much emphasis has been placed on OA when it comes to MRV Valuation, I'm wondering what the reaction will be on Wed if they come up short of investors expectations for this quarter. It doesn't appear to me from reading the notes from last quarter's CC, that Noam made any leading statements about this quarter in particular. He certainly heightened long term expectations when he mentioned 5X growth by 2003.