Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: steve berman who wrote (7204)	2/24/1998 12:23:00 PM
From: Michael H. Dragon	Read Replies (1) \| Respond to of 42804

Anyone know what time intc is making this announcement? Mike

To: steve berman who wrote (7204)	2/24/1998 12:26:00 PM
From: Jim Bautch	Read Replies (2) \| Respond to of 42804

Steve, I must say I agree with briefing.com on Intel issue. Could you shed some light on how this could possibly be positive?? Just because INTC owns a few hundred thousand shares of MRVC does not necessarily mean they are going to use MRVC's products or technology. thanks, Tico

To: steve berman who wrote (7204)	2/24/1998 1:54:00 PM
From: Dee Jay	Read Replies (2) \| Respond to of 42804

as much as anything else I think the "loss" of 2 OEM customers, DEC and NN, is responsible for the overreaction we are seeing today. The inventory issue was part of that loss but as Noam said it's a matter of changing the "boxes" (not the cardboard carton but the shell surrounding the innards) to NBase. I think he said that they were covered on that cost but I could be wrong. In any event there will be no product that's not usable since it's standard gear with the OEM's label on it. They also said the inventory levels are much more in line now than at Q4's end, I believe. I think that brokers and others are taking advantage of the momentary situation which has largely evaporated to churn accounts' holdings. No sales no commissions earned, right? Or "sell on the news" is at work here. Dee Jay