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

To: kvkkc1 who wrote (36255)	10/10/2001 9:46:44 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

$3.39! $3.42! $3.43!

To: kvkkc1 who wrote (36255)	10/10/2001 12:49:47 PM
From: akmike	Read Replies (1) \| Respond to of 42804

You've got it right. How dumb does Noam think people are to report on non-LMNE revs up and to forget to mention that when you add in the LMNE miss, the numbers miss? Sorry, but these guys have a problem.knc SOMEONE has a problem! <gg> (whoever sold last week) My 2 cents is that MRVC gave guidance in July for 46-50 mil. non-LMNE revenues, reiterated that guidance in early Sept. LMNE has publicly warned and fessed up to their miss. It would have been damaging to shareholders not to report on the non-LMNE progress which is impressive as it runs counter to the prevailing industry wind. It is even more impressive to me when I consider that the 3rd Q is usually MRVC's softest because of Euro telco vacations.