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


To: Sector Investor who wrote (6826)1/22/1998 12:12:00 AM
From: Daniel W. Koehler  Read Replies (2) | Respond to of 42804
 
Glenn:

I'm just not familiar with either company. It just strikes me that $40MM in revenue (even if MRV turns Xyplex around) cannot be that material to the bottom line even at 55% gross margin. Besides the RAS market is commoditizing somewhat now that CSCO and ASND have cut prices. How can that 55% gross margin hold?

Just a couple of random drive by thoughts.

Daniel