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


To: Phil Rosten who wrote (7208)2/24/1998 3:02:00 PM
From: Tulvio Durand  Read Replies (1) | Respond to of 42804
 
If INTC is to supply Gigabit NICs that are built with MRV component Gigabit parts then it would indeed be great news for MRVC. But the market is saying otherwise. Is it that the market is solely fixating on the large inventory buildup? Or could it be that the undelivered (and unbooked?) inventory will be needed by Intel and that it was, as indicated by the CC, a planned event? Can anyone elucidate? Thanks. Tulvio