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

To: Gary Schneekloth who wrote (7667)	3/11/1998 12:14:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<With their roadshow going on, this is a little frustrating...>> You are a master of understatement!

To: Gary Schneekloth who wrote (7667)	3/11/1998 12:31:00 PM
From: BlueCrab	Read Replies (2) \| Respond to of 42804

Maybe this is another example of big v. small company bias that has been prevalent recently. I wouldn't feel comfortable putting money into big caps at this point, but the money coming in seems to be chasing them. One aspect of MRV's situation that may affect the short term is their relationship w/ INTC - is it hurting them at this point? Is INTC's recent weakness seen as hurting MRV's potential, or are there concerns that INTC has somehow hoodwinked MRV into "giving away the farm"? Neither of these scenarios bothers me, but the potential for public perception does.