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

To: Ron B who wrote (6747)	1/17/1998 5:01:00 PM
From: ED PLOPA	Read Replies (1) \| Respond to of 42804

To all re: Intel and this Case thing I can paint two scenarios about this. (1) Intel has eyes on MRVC and will snap up at bargain prices and corners lowest cost commodity producer. Wow, that's straight out of Porter!! (2) Intel decides to go it alone with Case at this time in cycle and wait for GE to come closer to economic reality while just sitting on those 500,000 warrants at $20. In either case Intel has us in its hip pocket. It's gotta be crazy if its not picking up more shares on the open market. My view from Mount Rose of Virtual Color. Respectfully submitted, Ed Plopa