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

To: Greg h2o who wrote (8445)	4/28/1998 11:27:00 AM
From: signist	Read Replies (3) \| Respond to of 42804

33 consecutive quarters of 30-40-50% growth is NOT enough to attract the market's attention! It is VOODOO Look at the market today! Positive and of course CNBC has all BULLS on TODAY. John

To: Greg h2o who wrote (8445)	4/28/1998 12:59:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<This may sound corny, but build a solid company (especially something to do with building out networks) and the street will come....>> Agree. The only question is WHEN? What I don't understand is why this is considered such a big "problem". This is only recognized as an issue now, because MRVC's sales have leaped up in the last 3 quarters, with a corresponding decline in OEM sales (who paid their bills faster). MRVC does 63% of it's sales internationally - and the sales cycles are longer there, as even ASND acknowledged in it's last CC. If this is a fact of life, why is it considered bad? Is MRVC losing sales? - NO. Is any of this bad receivables? - No more so than any other sales. Why can't the street understand the difference between a domestic oriented company and one that has been mainly international?