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

To: Regis McConnell who wrote (8300)	4/23/1998 1:56:00 PM
From: michael modeme	Respond to of 42804

I'd like to summarize some of the most important points to last quarter's CC, for I think they have extreme relevance to the present quarter's results: 1) Healthy sequential growth from Q4 to Q1 (I believe that analysts are expecting only a 4% sequential growth in earnings from Q4 to Q1) 2) Only 12% of sales from Asia 3) Large sales force increase last quarter 4) They apparently wanted excess inventory for this quarter These points, combined with the glowing recommendation from Gruntal yesterday, seem to indicate that this quarter will be fairly good. (this information can be found in posts 7100-7200) Also, very nice stock performance today Cheers

To: Regis McConnell who wrote (8300)	4/23/1998 1:57:00 PM
From: Seth Leyton	Read Replies (1) \| Respond to of 42804

This is the product Schlomo spoke about on the last conference call. If you read the text you'll realize what an advance this is. It is my understanding that Oak Technologies has a similar, but not comparable, technology for...choke...choke...$30-40k per box. And MRV at $9995??? Geez. Makes me wish I HAD 2000 employess needing remote access. Once again...BUY OMKT FOLKS...another great mousetrap and a hell of a trading stock. A Technical traders delight.