Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Greg h2o who wrote (8454)	4/28/1998 1:40:00 PM
From: Michael H. Dragon	Read Replies (2) \| Respond to of 42804

I have been in and out of mrvc for a long time also.I had 2600 shares and watched it run up to 39,finally selling the whole lot at 31 1/2. I bought back 2000 at 29 and thought I had a real good trade only to watch the bottom fall out.I was fortunate enough to more than double my position with shares in the 21-25 area.I have no plans on selling any of them in the near future .Granted mrvc is flat today but if you look at a slightly larger picture, yesterday and today I think we'd all agree that it's nice being down 1/16 with the averages down the amount that they are down for the last few days. Mike

To: Greg h2o who wrote (8454)	4/28/1998 1:44:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

<<Maybe the street is somewhat disappointed by the mix, but it should improve.>> Mix, schmix. A high margin sales dollar from overseas is still a high margin sales dollar - it just is taking longer to be recognized. It seems to me the street uses DSO to spot companies having trouble selling their products - to the exclusion of other indicators, such as record revenues qtr after qtr. Higher DSO with flat or declining revs is completely different from high DSO with exploding revs. Are these ANALysts trained so poorly that they can't see the difference? Excluding Xyplex MRVC still had $54+M revs vs $48+M in Q4.