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


To: Bridge Player who wrote (40010)9/26/2002 8:19:53 PM
From: mahler_one  Respond to of 42804
 
Bridge, I think you have hit the proverbial nail. If one thinks on "it", what MRVC has done this past year or so has been, to my mind,fairly impressive. They have continued the research activity ( Transceivers, etc. ), and have eeked out reasonable sales figures. They are lowering costs where possible, and narrowing loses in what is quite obviously a terrible tech environment. Indeed, much larger companies are falling upon considerably harder times. If Noam is correct, Q4 should see some real progress...just in time for the tech market to begin to turn. I am hoping that we might soon start to see some of the "smarter" money come into MRVC.

M1



To: Bridge Player who wrote (40010)9/27/2002 9:12:08 AM
From: Greg h2o  Read Replies (1) | Respond to of 42804
 
i don't know, bp. i thought they were basic reaffirming guidance...not lowering. i'll revisit my last qtr cc notes.