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 (6481)	12/16/1997 12:13:00 AM
From: WBendus	Read Replies (1) of 42804

Dan, Regarding Vitesse, I was thinking that your research was telling you to go into chip-making and semi-equipment makers that do have competition with firms in Asian? Your logic seemed to be eluding to the consideration that these Asian firms that compete would not be able to secure the capital necessary to keep production going to make investments into new ventures which would allow them to keep their competitive edge. How does Vitesse fit into this scenario? You had commented that they do not have much competition from Asian firms. Wayde.

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