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

To: Dan Ross who wrote (6357)	12/12/1997 5:57:00 PM
From: Dan Spillane	Respond to of 42804

Good job on the QCOM sell. I think panic set in today on MRVC due to chart patterns. I would stay away from DRAM altogether. The per-chip capacity has gone up at the same time fab capacity has gone up...and the need in PC's hasn't yet caught up considering the "net world bit capacity." Like, 4M to 16M to 64M to 256M is just more than is needed. Yet, I still believe Korea is damaged enough that we may encounter CHIP SHORTAGES for one reason or another in the future...not necessarily in DRAM though.