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

To: keelhaul who wrote (41357)	7/24/2003 6:15:48 PM
From: NDBFREE	Read Replies (1) \| Respond to of 42804

Want to look at transcript. Basically agree with Greg's assessment. Look like they got the "real" loss down to around $4 million (not $10 million as shown). Got a little confused about the impact of cancelled stock (due to people leaving, etc.). That is reason for my wish to look at transcript. Appears some people disappointed at European VAR's selling as much pf other people's equipment as they do at times. I personally think it goes with the nature/strategy of owning your distribution channel which is clearly the strategy in Europe. I would like to see more info on how much "truly MRVC hardware and MRVC hardware related services are sold so I can get a handle on how business is growing. Other than that I don't care how much non MRVC stuff MRVC 100% owned European VAR's sell as it means they can be bigger and reach more ustomers. Got to believe they have an "extra motivation" of some kind to Q to Q increase MRVC hardware and MRVC hardware related service sales.