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

To: Sector Investor who wrote (7158)	2/23/1998 8:06:00 PM
From: cmg	Read Replies (2) \| Respond to of 42804

signist.....The inventory build up I think was mostly due to the CANCELLATION of orders by NN and DEC.....I believe Noam said he thought it was permanent but is open if they come back to them.....Noam ain't burnin no britches here.......I'm not sure why everyone is assuming that a lot of the inventory is going to INTEL....I think some is going to be repackaged and sold and others would be broken down to components and sent back to manufacturer......I am a little confused here, why cant they repackage it ALL and sell.....though Glazer said no right down when asked directly....... I think the key man at mrvc is SHLOMO......HE is hard to understand but when he speaks, AWSOME...PLEASE LISTEN........Sounds like xyplex has been working on something for about a year and some and mrvc plans on beta testing in 30 days......WE NEED to dig here a bit.....WHAT IS IT........ONE other thing...it sounded as though MRVC was pushing into "HIGHER CONTENT".......I take the meaning to be more expensive products with a higher profit margin........ With all that said.....I think MRVC will be LOWER at the end of the day tomorrow, than the closing today......LOOK for sell off......tomorrow........ ALL ...just my musings....cmg