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

To: cmg who wrote (7445)	3/1/1998 2:34:00 PM
From: ED PLOPA	Read Replies (1) \| Respond to of 42804

cmg: My point is that either way MRVC is tied to INTC. If INTC goes it alone without MRVC or decides to take MRVC with it. They've either accomplished getting what they wanted from MRVC or they see the market that MRVC already has and wants it. Either way I don't view INTC as being a positive for MRVC in either the short run in the former case or the longer run in the latter case. On the other issue I raised concerning inventory levels, I submit the following data for those of you who are analytically inclined. Inventory turns ye qe based on raw average bop and eop inventory 115 106 based on weighted average of bop and eop 124 116 based on eop inventory 161 135 The point here is that even with increase in inventory levels, the turns improved during the quarter as compared to the year. This helps support the contention that inventory most often than not grows with rising sales. Now can anyone come up with similar turn statistic for other network players? Ed Plopa