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MRV Communications, Inc. Message Board

  • DylanMurphy DylanMurphy May 18, 2005 11:35 AM Flag

    Don't worry guys.

    Stock should go up soon. As I sold out...

    Just too tiresome...better near term opportunities.

    Good Luck.

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    • <<The Bushies MISTAKENLY thought Saddam would cut us off from his oil.>>
      Uh, what in the hell are you talking about? That's the dumbest statement you've ever made (and there's a LOOOOOONG list of 'em)!

      <<And those "degenerate" French and Russians haven't lost a couple thousand soldiers in Iraq for a mistake.>>
      Right. The Russians have never lost troops in the Mideast! And the French would run too fast to lose troops. PLEASE move to France so you can live with that large contingency of socialist wussies!

    • <Guess that means we attacked Saddam for another reason than the oil.

      We could have been like the degenerate French and Russians and just cut a deal for cheap oil.

      Thanks for proving that oil was NOT the reason we attacked Saddam.>

      Lay off the bourbon, Bourbon. The Bushies MISTAKENLY thought Saddam would cut us off from his oil. They thought because he attacked Kuwait he was OUR enemy. And those "degenerate" French and Russians haven't lost a couple thousand soldiers in Iraq for a mistake.

    • <<it would be another matter if they were growing, but they aren't.>>

      At least you're correct on this matter- for ONE QUARTER out of the last 9. I only have a few minutes, but I thought that I should at least point to how dumb that statement was. Oh, and to answer your question about the networking revenue decline (that you stated management didn't discuss), management had stated that there was a large ONE TIME sale in Q4, so there would be a decline (along with the seasonal decline in Europe) in Q1. Please attempt to be at least marginally factual. You are like the alph of MRV facts. You pull out one or two minor facts and ignore the larger number of facts and broad picture. If you saw a picture of a white dog, you would say it wasn't a white dog simply because it has a black nose!

    • they need to close luminent, as well as others not carrying their weight (for lack of any progress for how long), and cut 40-60% from their ranks. revenue per employee is far too low at these levels of employment. it would be another matter if they were growing, but they aren't. management refuses to manage.

    • bourbon_on_my_cornflakes bourbon_on_my_cornflakes May 24, 2005 10:25 AM Flag

      <The thing is though that Saddam would have gladly sold us that oil and we could have saved thousands of lives and billions of dollars.>

      Guess that means we attacked Saddam for another reason than the oil.

      We could have been like the degenerate French and Russians and just cut a deal for cheap oil.

      Thanks for proving that oil was NOT the reason we attacked Saddam.

      It was to change the political environment in the Middle East from ruthless dictatorships to the beginnings of democracy so Muslim fanatics would not benefit from the dissatifaction spawned by dictatorships.

      CASE CLOSED!

    • Wing,

      Thanks for the reply . Don't get me wrong. I think MRV's stock price is too low and that even with its current set of problems , there is a good chance for stock appreciation from the current levels and probably the best course of action is to ride out the storm.

      Regarding the Triplexer biz , I am skeptical ....

      OK... it's bad enough that the higher margins didn't materialize... Instead of building from 14% , they slipped 50% (What an odd coincidence that the stock did too ) ... but now look at the choice of words... RECOVERY of gross margin ...since 14% was the benchmark , that's all that is being hoped for at this point and look what it requires :
      " Recovery of gross margin will require completion of the production transfer process as well increased capacity utilization to offset fixed production costs "

      When you add the Scheduled price reductions ... it's starting to look like the Proverbial math problem for Elementary School kids : A man falls into a well. Everyday he climbs up 2 feet but falls 7 feet. How long does it take him to get to China ? ( or Taiwan in MRV's case )

      For MRV , they will be there completely by the end of this Q ( Hopefully) We know this Quarter is going to be a bad one. Can it get even worse ? Will there be a charge of some kind relating to the "old" Triplexers ?

      I have seen nothing that answers the question .. "how are they going to make money in the Triplexer biz ? "
      They weren't making money with 14% gross margin facing no competition. They sure as hell ain't making any at 7% gross margin.
      Scheduled price reductions will further squeeze existing margins so that today's 7% Gross margin has to improve dramatically just to be at 7% at this same time next year.
      Competition also seems to be coming out of the woodwork at a rapid pace.

    • <As for oil reserves, if we wanted to take over a country simply for oil reserves we'd start with Mexico and then take Canada.>

      You get funnier with each post. How can we attack friendly nations for their oil? However, we can attack an unfriendly nation such as Iraq for its bountiful oil. The thing is though that Saddam would have gladly sold us that oil and we could have saved thousands of lives and billions of dollars. Instead of attacking the religious fanatics who really want us dead, such as the mullahs in Iran, we attack a nonreligious playboy dictator who could have turned friendly, and incite the whole Middle East to hate us. I bet you stink at chess too.

    • <<" To say that Luminent has no competition is not correct "

      Was referring to the Triplexer Biz and of course you knew that.>>

      Right from Q4 CC:

      "D. Kang
      What about those startups that's starting to focus more on the FTTP side at the component level?

      N. Margalit
      I think we've seen that across the board since we started this, but when people saw the FTTP we've been facing significant competition throughout the year, and even the year before. So we don't see a specific change there, but the competitive environment is very strong."

      As far as the math for the triplexer, the 20% figure was in response to a specific question from Q1 CC:

      " D. Kang
      Shay, can you quantify how your gross margin will be impacted after the transition to China or Taiwan is complete, perhaps by the end of this year?

      S. Gonen
      If you speak about the entire MRV I guess that as long as we see the same volume, like $12 to $14 million for the Optical Component business, then I guess that it will not materially affect, since the mix is in favor of the networking in terms of absolute dollars. If you ask specifically for the Optical Component, we're probably looking at higher margins, but it is very hard to project now what will it be, our goal is definitely to be closer to the 20% margin or to the 14% margin."

      How will they make money on the triplexer?

      Business 101 - Q1 CC:

      "The combination of price reduction, reduced volume, and legacy business drop resulted in a drop in Gross Margin down to 7% from the previous 14% in-spite of partial completion of production transfer. Recovery of gross margin will require completion of the production transfer process as well increased capacity utilization to offset fixed production costs."

      But, who can tell the future?:

      "Although we were surprised by the very rapid transition in ONTs and accompanied unit drop, which presumably is due to channel inventory build, we are positive about the the long range economics of FTTP. Ultimate demand for such products is driven by consumer uptake of the high speed services for which we have no better visibility than other industry observers."

    • I vote for North Korea!

    • Hmmmmm, then WMD's must have meant, uh... Women MD's!!!! so yes, Women doctors for the Children! Oh scotchie, its sooooo wonderful, isn't it? It WAS the reason! You are so brilliant and enlightening! Thanks, scotchie, you are such a kinder, gentler republican.


      But what Iran really knows is that we want to get the hell out of Iraq, but can't with the situation in complete chaos. If we leave Iraq before the insurgency is crushed, it will be a huge victory for the Islamic militants. And they want us to stay there as long as possible, running up a huge war deficit that our enemies think will be our undoing....

      Talk about a simp....that was Bush falling for Rummy's complete lack of planning on what to do after we invade....

      Enjoy your war...you will get your money's worth.

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