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


To: Ben Wa who wrote (22574)7/28/2000 10:42:56 AM
From: Sector Investor  Read Replies (2) | Respond to of 42804
 
<<it's pretty tough for an optical firm to report no year over year revenue growth. >>

But that's not true. The optical segment IS growing and FAST.

Last year the revenue mix was about 78% switching, 22% optical. Now they are exiting the switching and moving to the incubator model. Right now optical has to carry the lion's share of the load - and not all deals were closed the entire quarter, so earnings from them are not included.

The entire revenue base is in flux. But revenue base is not the whole story here, is it?