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

To: Saul Feinberg Jr. who wrote (9585)	7/27/1998 7:35:00 PM
From: JZGalt	Respond to of 42804

To anyone who listened to the CC; Was the Merrill Lynch analyst on the cc?

To: Saul Feinberg Jr. who wrote (9585)	7/27/1998 7:59:00 PM
From: Grommit	Read Replies (1) \| Respond to of 42804

Inventory -- Thanks for the breakout or Raw, WIP, FG. Good point on others outsourcing the mfg, so a comparison would not be straightforward. However I would disagree with the stmt that you lose control of the ASIC if you outsource mfg. Actually I would think that a top tier board/system manufacturer would bring design rule discipline which MRVC may or may not have (I have no idea). I am not advocating in or out, just saying the outsourcing ain't all bad. MRVC's competitive advantage is not mfg capabilty. IN or OUT will not determine success. They still got too much. But 5-10 million bucks extra in inventory is not a big deal as long as growth continues.