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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: Richard Birecki who wrote (10072)8/18/1998 12:13:00 PM
From: J. Conley  Read Replies (1) of 42804
 
Richard,

This is indirectly related to your post regarding customers.

It is reported the company says they are not for sale. I think this is what they should say. Stating otherwise would negatively impact potential and current customers, particularly in the highly competitive market they are in and their move away from being an OEM supplier. My personal view is that MRVC will be acquired; by whom, I have no idea.

I previously posted that the acquisition issue is a serious risk for shorts. I still think it is.

RE: the CSCO marketing; no effect.

FWIW,

jc
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