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

To: Grommit who wrote (9583)7/27/1998 6:46:00 PM
From: Dee Jay  Respond to of 42804
 
until there's some sort of analysis of the inventory i doubt that we can make conclusions...e g Edgeblaster inventory buildup in anticipation of sales and immediate shipment thereof could account for a large portion but we cannot say anything with any certainty.

Was it addressed in the CC? If not then the analysts, who key in on such things, were not concerned.

Dee Jay



To: Grommit who wrote (9583)7/27/1998 6:58:00 PM
From: Saul Feinberg Jr.  Read Replies (3) | Respond to of 42804
 
according to conference call,
inventory breakdown is
40% raw materials, 33% wip, and 27% finished goods.

which is not so bad, considering the other peers in
the industry outsource all their products (trade off
is you lose control of the ASIC design). i don't
think there will be any writeoffs. at least,not so
major.

as i have said, barring that these guys are lying
(which i dont think so), the numbers are good enough.



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