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

To: Greg h2o who wrote (42075)	6/16/2004 1:19:08 PM
From: Sultan	Respond to of 42804

OT At this point, I have about equal shares of MRVC and STLW.. The thing of interest at this point with STLW is they report on 24th (last one was nothing to get excited about in terms of bottom line) but STLW is at this time being shopped around.. with their last acquisition it is now a mixed bag and cheap although they are still losing money.. Question is whether they will find any buyer or any premium..

To: Greg h2o who wrote (42075)	6/16/2004 3:46:49 PM
From: Ronald D. Stange	Read Replies (1) \| Respond to of 42804

Greg, actually I'd be pleased with (0.03). I tend to believe the SG&A issue is productivity related (and indirectly size; JDSU at 21-22%) especially with LuminentOIC, and perhaps failure to drive selling behavior with an appropriately revised sales incentive plan from say 12-18 months ago. Reward should be given to those who achieve 100% of monthly sales forecasted quota (not 105% and certainly not 95%!). A view of the sector: thestreet.com RDS