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: Jim Bautch who wrote (7322)	2/26/1998 7:09:00 PM
From: Eric L.	of 42804

I consider it a possibility that the one analyst who pressed about customers over 10% or the one who was insistent about which MRVC product was comprable to one particular INTC product (the answer to which the co. failed to articulate well, IMO, btwn Schomo's accent and the other's stammering --the answers themselves were okay and substantive, but I think the deliverary is hurting them because the anaylysts (to me) obviously were having trouble understanding the concepts & they did not spell it out enough to them -- to me a CC is a little like teaching first grade & you need to follow the KISS strategy and REPEAT, REPEAT,REPEAT)....Anyway, I think one or both of them felt they did not get the answere they were looking for (heavy INTC involvement) which may have been the main reason they were in the stock _even if_ the replacement (higher margin direct sales). And since they both were thought heavy toward INTC, they would have been most sensitive to INTC's splash in networking. Together this could have led to thier selling off, IMO, offsetting & overcoming any buying that could be done...... Sorry about the ramble, but those are just some thoughts I have. later, eric

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