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


To: Dee Jay who wrote (41638)11/6/2003 10:44:01 AM
From: mahler_one  Respond to of 42804
 
Please don't get me started again DJ...

m1



To: Dee Jay who wrote (41638)11/6/2003 10:48:32 AM
From: Greg h2o  Read Replies (1) | Respond to of 42804
 
<<a little disheartening to think they've had nothing to say about products, new or improved, for the last 8 months.>>
you need to visit their website...there have been a LOT of product improvements and some new product activity over the last 8 months.... a couple were mentioned on the call- media converter and SFP transceivers....



To: Dee Jay who wrote (41638)11/6/2003 1:54:59 PM
From: Duffeck  Read Replies (3) | Respond to of 42804
 
<< A lot of money is going into R & D (about 14%) yet there's nothing they've announced for such a very long time.>>

DJ its effectively more like twice that or 28% when you consider that over 50% (based on Q2) of their revenue come from the sale of 3rd party gear which shouldn't require R&D.

duff