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

To: Michael J. Scimone who wrote (7532)	3/3/1998 12:36:00 PM
From: Saul Feinberg Jr.	Read Replies (2) \| Respond to of 42804

Allow me to play devil's advocate. I am a shareholder of MRVC. Looking at the 1994,1995, 1996, 1997 inventories, they were: 18M, 21M, 21M, 24M. All these years achieved rising sequential sales and earnings without substantially huge increases in inventories. Does anyone out there feel satisfied with the explanation by the management regarding its rising inventories? Do you really feel comfortable with the explanation especially because it is so clear that in the last 4 years, the company had achieved rising sales and earnings without huge increases in inventories?

To: Michael J. Scimone who wrote (7532)	3/3/1998 12:38:00 PM
From: Jim Bautch	Read Replies (2) \| Respond to of 42804

Too all, I don't mean to rain on the parade, but while looking at the bloomberg daily transaction log, I saw plenty of small (1,000 to 5,000 shares) blocks on the buy side but a large amount of large sales (10,000 to 15,000 shares) throughout the morning. What the hell am I seeing??? I realize the stock is up, but are those shorts, trades between market makers that mean nothing, or is someone legitimately selling large blocks?? Any insight would be appreciated Tico