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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: Eric L. who wrote (7605)3/5/1998 9:06:00 PM
From: SJS   of 42804
 
There could be a bidding war in the race to find new technologies and new markets to exploit. I keep being reminded of the INTC thrust into networking to find higher margin business to keep the sales machine going, and carve out a new line of business.

These mid-size companies will be commanding high stock prices as they get gobbled up by the titans in their bid for comprehensive products/services. All of them want to become the one-stop shops to the corporate enterprises.

INTC will continue to move aggressively into this area, and maybe will DELL, CPQ, MSFT. CSCO's already there.
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