MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Dan Spillane who wrote (6355)	12/12/1997 5:40:00 PM
From: Dan Ross	Read Replies (1) of 42804

Exellent post Dan!!!! Dead on about the Semi-companies Any investment targets?? I love TI....Not a whole lot of DRAM exposure...However that is where the Korean companies are big and where most of the gains will occur for U.S. semi-companies...TI OWNS THE DSP market..... I believe that the effects will take a while to hit the spot price of DRAM. We will have to wait til the next big upgrade cycle which occurs mid-next year when MSFT releases their next version. The HUGE upgrades normally don't happen til 1-1.5 years past that point IMO. Based on this assumption, DRAM spot prices will probably start to increase in 1/2 a year. However, if you believe in efficient markets (spot DRAM prices) I would say that the effects will start to be seen soon due to the market pricing this into the SPOT price for DRAM immediately. I wonder what the lag will be..... Please let me know what you think Dan Ross P.S. I added 200 shares @ 22 1/16 today...FIRESALE PRICES!!!! I sold some of my QCOM long at $59.5 today before the onslaught began....THANK GOD!!!

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