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

To: NDBFREE who wrote (29884)	2/26/2001 4:00:31 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

MRVC inventories were up in Q4. I attributed much of that to Charlotte's, who we know was building 10s of routers per month, some time ago, before they had their delay (which I think was due to release 2.01 and MPLS support). Obviously they would not halt production (what do you do with the people?) if they were confident of sales, and just going through a delay. Now with Zuma shipping in April, I feel sure part of that inventory increase is also in Zuma product.There was a delay there too. They have to get materials and product ready before they actually ship, and of course test boxes are in customer's sites. If I'm right, we will see inventories up again in Q1 (hey, only about 6 weeks away). I won't mind that at all though! <g>