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

To: Gary Korn who wrote (7147)2/23/1998 5:51:00 PM
From: ED PLOPA  Respond to of 42804
 
to all here's some sequential increases over prior q

sales 15.3%

net income 20.0% dollar-wise not per share-wise

gross profit margins slipped from 43.3% in q3 to 42.5% in q4.

Ed Plopa



To: Gary Korn who wrote (7147)2/23/1998 5:56:00 PM
From: BOGEY MAN  Read Replies (1) | Respond to of 42804
 
If my gut feeling is right tomorrow will
be a big day for MRVC because there inventory
is way up and I think there's a reason for
that and I think tomorrow when INTC reports
earnings we are going to find out they are
taking the inventory MRVC has built up.
Good luck
BOGEY MAN OUT



To: Gary Korn who wrote (7147)2/23/1998 7:05:00 PM
From: Sector Investor  Respond to of 42804
 
Hi, Gary

Now that you are over here as well as ASND (good choice), an occasional level 2 post would be appreciated.

I just got home and haven't listened to CC yet.

Somebody asked about interest. It looks like MRVC put $62.4M in
longer term investments, and kept $36M in short term investments
(enough to pay for the Xyplex acquisition).

"Other Income" was $2.328M vs $153K in 1996.


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