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

To: cmg who wrote (42061)	6/14/2004 6:36:13 PM
From: Greg h2o	Read Replies (2) \| Respond to of 42804

<<slow progress>> not as much fun as fast progress (at least in the stock world), but progress, none the less.... now, let's see if the pace quickens as the roll-outs begin in earnest. the numbers look pretty darn good if they can maintain the 50% market in fttp/ftth components. add in some higher margin products, such as the remote console, and things might be better than the market is showing....something that i found interesting was the reference to India (both in the slides and verbally). i seem to recall some minor excitement about the potential market in India about a year ago. anyone care to revisit?

To: cmg who wrote (42061)	6/14/2004 7:18:02 PM
From: Ronald D. Stange	Read Replies (2) \| Respond to of 42804

CMG: <<So Noams on record. 75 Millions for cash flow breakeven...>> Well that's close to what he stated, I believe, in the 4Q03 CC. On my max/min forecasting spreadsheet, I do have the company hitting $80.9M in Q4. Noam's voice sounded ever so slightly, more enthusiastic than the last CC, as he claimed LuminentOIC's "First Mover Advantage" in the roll-out of FTTX (Australian, Alaskan, Swedish, and European deployments). [Optimistically, have Luminent at $55.4M for the year.] For this quarter, I am $1.7M above guidance, 34% GM, 11% R&D, and 21% SG&A (probably too low with their 'meet and greet' shindig at SuperComm) - ecking out a $139K profit. As M1 mentioned, you'd never know it (BE) from today's and past weeks' actions, but we were kinda in the middle of the sector today. RDS