MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

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To: mozek who wrote (7189)	2/24/1998 1:31:00 PM
From: Andrew Furst	of 42804

Intel's new networking strategy has been "announced" today, to some degree at least. Any take on whether MRVC is involved with this? Looks like the inventory and accounts receivable concerns are weighing MRV down today. Any linkage of those higher inventories to the new Intel products would definitely help the stock. Otherwise, it appears that today's selloff is justified - the picture is just not clear enough for many to justify owning the shares. In a year, it should be clear whether or not MRVC's product and sales efforts have paid off. For now, the stock has to be viewed as somewhat speculative - though I am staying with it at these levels. (Editing note - I now see that many have responded regarding the Intel release; when I first wrote this, there were no comments on the Intel news. So to some degree - never mind. I'd still like to know more about the MRVC/INTC connection, as I'm sure everyone here would).

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