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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?


To: Sector Investor who wrote (26119)10/25/2000 3:13:47 PM
From: Greg h2o  Respond to of 42804
 
just spoke with an analyst about the NT "inventory" situation... he's called WCOM, Q and Level3 to verify NT's story. these companies verified in the first 1/2 '00 they had been hoarding "safety inventory", which they recently utilized. they've burned through this and November orders are back to normal levels.... i think some of the analysts just chose to either ignore this or thought it was just an "excuse".