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


To: WBendus who wrote (6485)12/16/1997 12:23:00 AM
From: Dan Spillane  Respond to of 42804
 
My point was Vitesse has been painted with an incorrect brush. I do think chip cos are good buys here, for the reasons I cited. But, Vitesse has even less uncertainty associated with it, since it has a special niche and no direct Asian competition in the first place!

You said:
"Asian firms that compete would not be able to secure the capital necessary to keep production going to make investments into new ventures "

Now to squash the "copper rumor":
Message 2974903