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

To: Tulvio Durand who wrote (9545)7/27/1998 3:57:00 PM
From: WebDrone  Respond to of 42804
 
Tulvio- I don't think it's the earnings that count...

I think we all expect the number to be made or broken by a penny or two. For me, the big thing will be how the CC plays out, and then what people make of it in the next few days-- will new coverage jump in? Are there contracts to announce? How is Xyplex doing? Is the inventory and DSO down based on Xyplex sales? Will the CC be handled well, or fumbled again?

I'm glad the day's trading is over-- good news, please!

Web



To: Tulvio Durand who wrote (9545)7/27/1998 4:02:00 PM
From: Sector Investor  Read Replies (1) | Respond to of 42804
 
I don't think the expected is $0.32. BEST is still at $0.30.

Whisper numbers? Who cares? EPS isn't driving us anymore.

MRVC has to address the street's concerns.

Burning money issue
Inventory
DSOs
Audit rumors?
Worries about where long term growth will come from
etc.


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