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: Tulvio Durand who wrote (7228)	2/24/1998 3:10:00 PM
From: Sector Investor	Read Replies (1) of 42804

<<Or could it be that the undelivered (and unbooked?) inventory will be needed by Intel>> It's MRVC's ASICs (chip sets) that are in INTC boxes, not finished product. The inventory buildup has nothing to do with INTC and it was explained adequately in the CC. They WANTED to take inventories up some to shorten customer ship lead times, and they have an initial buildout of a product that just started shipping late in Q4. The rest is already being worked down. Remember that number is as of 12/31/97. Buy on weakness people. The rule is "Buy low, sell high", not the other way around.

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