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

To: cmg who wrote (7279)2/25/1998 10:58:00 AM
From: Joshua Schindler  Read Replies (1) | Respond to of 42804
 
Cmg,

re: what am I missing?

the same thing I'm missing. See Message 3517674

I would love a good answer to this question.

-Josh



To: cmg who wrote (7279)2/25/1998 5:43:00 PM
From: Eric L.  Read Replies (1) | Respond to of 42804
 
From what Sector has mentioned & smthing I read somewhere (yeah, I know..I'll find it somewhere), MRVC gets royalties for ASIC use which maybe they are accounting not as sales? Does that make sense? Also, the ethernet cards they seem to be involved w/ are fairly new, I think, and may begin to show up later if that relationship maintains & grows.

The "guidance" I perceived fromt the CC was that OEM's are not a significant part of MRVC's planned future.

later
eric


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