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

To: STU who wrote (7671)	3/11/1998 1:03:00 PM
From: BlueCrab	Read Replies (1) \| Respond to of 42804

STU -- I heartily agree with you, but the INTC "link" and its potential for FUD cannot be ignored; there was a question about the possible reasons for MRV's underperformance and that was one possible take on the situation. No fear here. Jeff

To: STU who wrote (7671)	3/11/1998 2:03:00 PM
From: Jonathan C. Williams	Respond to of 42804

And I would like to add a "substaintial decrease in inventory". Comments/regards.

To: STU who wrote (7671)	3/11/1998 3:49:00 PM
From: Ronald D. Stange	Respond to of 42804

Intels business with MRVC is probably less than 2% at this point. Agree with you there. FWIW, here is a quote from Gordon Moore (Chairman Emeritus, INTC) from the April edition of Red Rerring mag. "The overwhelming theme of our investments is to broaden and deepen Intel platform. We invest in those places where we think we can accelerate technology or, in some cases, get technology we don't have (Case). The financial aspects are secondary. We don't make an investment just to get a good return; it must have some potential synergistic relationship with other things we are doing." I don't wish to harp on the "INTC issue" but, IMO, a certain ambiguity may exist with respect to INTC's intent with MRVC. Ron

To: STU who wrote (7671)	3/11/1998 8:27:00 PM
From: Dee Jay	Respond to of 42804

Stu, here's an answer to your "I wish you people would stop harping on the Intel connection": an interview with INTC's President Craig Barrett: Except: Q. Are you looking to grow your network business more by acquisition or internal development? [Intel has acquired a couple of network companies, including Case Technology and Dayna Communications, Inc.] A. Whatever works. We'll do whatever makes sense to move forward in the areas we want to focus on. It should be clear that they will do whatever they want to do to go where they want to go. An alliance with Intel would be compelling to anyone, IMHO, and they already have a toe in the door with MRVC - not a huge one (the option to buy more stock) but one nonetheless. More: Q. So far, Intel has aimed its products mainly at small sites. Will the company ever make enterprise networks a priority? A. Small businesses grow up to be big businesses. We have no intention to go after major backbone suppliers like Cisco [Systems, Inc.] at this point in time. This is the guts of the interview from Network World's 3/9 issue (featured on NWFusion @ nwfusion.com A subscription is needed but it's free, and good and relevant articles appear there frequently. Dee Jay