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


To: JZGalt who wrote (7330)2/26/1998 11:06:00 PM
From: Tango  Read Replies (1) | Respond to of 42804
 
INTC networking products -
Has anybody on this thread analyzed Intel's product announcements
to get a feel for any "competitive threat" to MRVC's products ?
IMO, the street would be concerned about this in lieu of no
statement by MRV or Intel on their future relationship. As someone
stated earlier on this thread - it may not be the inventory build
up alone but uncertainty about the relationship that has caused
this downward pressure.

Tango