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

To: coachbobknight who wrote (22522)	7/27/2000 9:17:02 PM
From: Original Mad Dog	Read Replies (2) \| Respond to of 42804

hidden in there somewhere is a large drop in revs from the LAN biz mrvc is dropping...so the revs likely ramped even more from the optical biz... Coach, I exchanged PM's with somebody today where I suggested that may have been the case. But if it is, I think that management did a piss poor job of telling the story. An incubator company, much more so than an operating company, must excel at investor communications. The story is the stock for an incubator, at least until it starts giving birth to babies who then grow up to be worth something. Until that happens, investors are in a highly speculative venture and need to be sold on the story. If optical components revs were escalating nicely, why weren't we told that? In the first sentence of the press release.....