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


To: Ronald D. Stange who wrote (42071)6/15/2004 10:14:57 PM
From: mahler_one  Respond to of 42804
 
Glad to have you back Ron.

When do you think MRV might be "appreciated" for the products and know how that they have? Obviously being profitable will be very useful, but one wonders what is holding MRV and the entire sector back. Even a rather cursory investigation would allow one to see that MRV has some cutting edge products, contacts, and an impressive and growing customer list. Nevertheless, no coverage of note...and, no respect from the Dangerfield crowd.

M1



To: Ronald D. Stange who wrote (42071)6/16/2004 10:46:40 AM
From: NDBFREE  Respond to of 42804
 
<Wish I still had MRVC's Annual Reports from '96-'00, but I didn't think I would>

I may be able to locate and "loan" you the 96 to 00 annual reports. If you want them send me a message with your mailing address.
Joe S



To: Ronald D. Stange who wrote (42071)6/16/2004 1:07:52 PM
From: Greg h2o  Read Replies (2) | Respond to of 42804
 
robert, wasn't trying to be overly critical of your analysis...just didn't want you to be set up for a disappointment if MRV isn't profitable this quarter, as your analysis suggested! <G>

as for TXN...if you look at the comparable size of operations, it's pretty clear why they can have lower SG&A percentages than MRV. good luck with your "re-visited" investment in MRV.