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

To: Duffeck who wrote (41642)	11/6/2003 2:20:44 PM
From: NDBFREE	Respond to of 42804

Good point, but kina funny way to look at it. Another way of looking at it is that net revenues from the sale of 3rd party equipment is going to underwrite MRVC R&D hopefully leading to sale of more MRVC equipment.

To: Duffeck who wrote (41642)	11/6/2003 2:30:23 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

<<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.>> i don't know if i'd base any ratios on Q2. there was a large european order which accounted for much of the sales. and, i memory serves me correctly (from the cc), noam said almost all of that order was 3rd party gear. it would be very disappointing if the trend that led to your 28% R&D ratio were to last an extended period...