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

To: signist who wrote (8936)	6/5/1998 2:07:00 AM
From: Saul Feinberg Jr.	Read Replies (1) \| Respond to of 42804

MRV completed the Fibronics acquisition on Sep 26, 1996 which is the 3rd Q of '96. Sector, given this fact, do you recall how the inventory blip happened on 2nd Q of '96? I was not long-term enough to know about this. At any rate going over the old posts of SI, I don't seem to see a mention of this inventory blip. Perhaps it was not a problem then, because MRV wasn't covered that much by the Wall Street Journals, etc. thanks in advance, Mike

To: signist who wrote (8936)	6/5/1998 6:38:00 AM
From: Robert G. Ghazey	Respond to of 42804

I believe that 190 million is the 12 trailing month revenue. With 60.8 million in the 1st quarter, it seems highly likely that 1998 revenues will be at least 250 million. 264 million also seems very achievable, and that would be triple 1996 revenues. And the stock price hasn't moved.