SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?


To: MikeM54321 who wrote (33297)6/14/2001 1:39:57 PM
From: NDBFREE  Read Replies (1) | Respond to of 42804
 
Anybody else notice the Medved patent referred to in message 35 has a 6/13/96 date as well as the previously mentioned 10/6/98 date?



To: MikeM54321 who wrote (33297)6/14/2001 1:53:42 PM
From: Greg h2o  Read Replies (1) | Respond to of 42804
 
<< By any chance, are Zuma sales figures broken out?>>
no, mike. but i can break out Q1's....
total revenue
Zuma $0 <G>
this Q will be different.



To: MikeM54321 who wrote (33297)6/14/2001 1:55:29 PM
From: James Calladine  Read Replies (2) | Respond to of 42804
 
ANYBODY WORSE OFF THAN US.........?

In the middle of our continuous soul-searching and hand -wringing about MRVC, it is perhaps useful to examine:
CORV which is putting in a new 52 week low of $4.25, down from a 52 week high of $114.75. Even at this level it has price/sales of 7.7

In contrast, MRVC is somewhere around $9.06, down from the
52 week high of $82.00, with a present price/sales of 1.88

SO, compared to Corvis, from the 52 week high, they are down by $110.50, but we are only down by $72.94!

Even at their existing level, the CORV price/sales is about
4 times higher than ours!

Let anyone previously seeing me as a perennial Noam-basher
understand my gratitude in being long MRV rather than CORV,
at this time.

Namaste!

Jim



To: MikeM54321 who wrote (33297)6/15/2001 1:46:12 AM
From: Duffeck  Respond to of 42804
 
<<By any chance, are Zuma sales figures broken out?>>

On May 1st Chet White estimated Zuma's 2001 sales at $5M and 2002 sales at $75M.

duff