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

To: Ronald D. Stange who wrote (42064)	6/15/2004 9:04:44 AM
From: mahler_one	Respond to of 42804

Thanks Robert. The figures are certainly interesting, and of course, encouraging. I hope you are correct. One can only hope that the sector revives, and that MRV might be perceived as a company within that sector that has very strong and ( obviously ) unrecognized potential. m1

To: Ronald D. Stange who wrote (42064)	6/15/2004 9:22:49 AM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

hi ronald... imo, where your numbers might be off a tad are the following: <<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.>> yes, i think your 21% SG&A is too low... not only b/c of SuperComm and other conferences and presentations, but also due to additional hiring and costs of initial stages in ramping production (obviously, this isn't SG&A, but should increase expenses for the Q, before really being able to cash in on the expanse of production capabilities). i could be wrong, and hope i am...but i don't see earnings or cash flow positive until 4Q04.