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

To: Michael H. Dragon who wrote (7215)	2/24/1998 1:42:00 PM
From: steve berman	Read Replies (1) \| Respond to of 42804

Why is it that we never get to see any concrete references to the MRVC/Intel relationship? There was apparently no mention in MRVC's press release and definitely none in Intel's. Can't MRVC come out and say "hey guys, we're selling a lot of product to Intel and they are really starting to get down to business in the networking area." An announcement like this would have put a really positive spin on this last earnings report.

To: Michael H. Dragon who wrote (7215)	2/24/1998 1:48:00 PM
From: SpecialK	Read Replies (1) \| Respond to of 42804

I am on the sidelines after being burned once too often on earnings announcements from various companies.Thank God. My concern for next quarter, while revenues will increase, is how much increase is due to Xyplex and how much is continued growth of their core business, and will any Xyplex results be adding earnings this soon. Looks like we earned .89 in 97 and expected earnings for 98 is 1.24 or so. But will Xyplex deal lower the results to 1.14, let's say, that's 25% growth, and would put a top of 25 * 1.14, which is 27+. Lots of uncertainties, regardless of statement of increased revenues. What is the future not what are the great past results. What have you done for me lately? Good luck to all. Ketan