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


To: Sector Investor who wrote (13025)4/27/1999 9:15:00 PM
From: signist  Read Replies (1) | Respond to of 42804
 
Did we or didn't we get a contract from China?

To: +David Wiggins (2063 )
From: +alan sigler
Tuesday, Apr 27 1999 5:10PM ET
Reply # of 2066

Conference Call Number: 800-475-6701 access 444219
Suggest that everybody interested in future of Vocaltec call.

Summary:

No impact in near term regarding Italia and DT

Still few quarters away deployment

% rev from China -- 10
% rev from DT -- 10

Major project being implemented with DT across year 2000

Regarding China Telecom:
Fiercist competion within last few months : Vocaltec won

Some companies came back after announcement and offered free
hardware platform for pilot program --- China Telecom rejected
it.

Their position is NOT deteriating due to competion.

Bottom line:

I'm sticking with my stock. China Telecom sounds very exciting and
possible big time revenue for this Vocaltec

Message 9179237

John



To: Sector Investor who wrote (13025)4/27/1999 9:56:00 PM
From: BlueCrab  Read Replies (1) | Respond to of 42804
 
So MRV is playing its very own China card? Cool.



To: Sector Investor who wrote (13025)4/27/1999 10:42:00 PM
From: WebDrone  Read Replies (2) | Respond to of 42804
 
If someone else calls Diana, I will data model.

Fancy scmancy stuff, Analysts only!

Let's assume the gross margins on this stuff will be 33.9%

$50,000,000 x 0.339 = $16,950,000 to the bottom line. That's at least a neighborhood figure. I've said $12 to $18 million over there in Yahoo!Land.

Anyone care to comment?

Second of all, I won't really believe this until we get verification from IR. I was skeptical even before the PairGain hoax.

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