Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: NDBFREE who wrote (41210)	6/11/2003 4:58:25 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

i won't post all of my notes, but was anyone else pleasantly surprised that noam actually mentioned contracts and customer names? nice little mention of a VDSL trial in NYC, as well. noam seemed, for the first time, to be prepared for the profit question...knew it would be the first...<G>...mentioned the OEM of the SFP product at $600-700, while they sell to MRV end-users at $3-4k...nice little mark-up. also, like the way he brought in the recent RBOC alliance and how they are all customers of MRV...there's some business to be made in the fttx and MRV seems to be well-positioned. going to get interesting as they get closer to positive cash flow... i wonder how they'll finalize the CW fiasco...?