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

To: Claude Edelson who wrote (6234)	12/4/1997 5:53:00 PM
From: Mike Winn	Read Replies (1) \| Respond to of 42804

Claude, MRV has been rumoured to be a takeover candidate too, by who and when and how much, I don't know. Intel's stake in MRV will make harder, not prevent MRV from being taken over, at least at a low price. The company can continue to compete on its own without being taken over. That's the scenario I prefer, so that I can continue to make money with the volatility of the stock :))) MRV does not compete with Descend (ASND) by the way. Mike. P.S. I just start my takeover of MRV with my purchase of 500 shares this morning. Watch out for another 500 shares before year end!!!

To: Claude Edelson who wrote (6234)	12/4/1997 10:40:00 PM
From: WBendus	Respond to of 42804

Claude, I would tend to think that Lucent is more interested in new technology, rather than a huge company like ASND that has been troubled lately. There has been much to learn about large mergers in the technology arena. Typically the larger the deals, the more devistating the results. COMS/USRX is showing us its problems, Synoptics and (Can't remember) now BAY, had its hard times. The companies that are aquiring hot upstarts with new technology are what are creating all the advancement in the successful aquisitions. CSCO has thoroughly proven this method. If we put our heads to it, I bet we could come up with a nice long list. I personally think that if a company wants to grow its market share and distribution channels, the more prudent way is to acquire the newest technology from a fresh private upstart for a few hundred million, then spend the other $4 billion that you would have spent buying some other company on developing the distribution channels that you don't have. Wayde.