MRV Communications (MRVC) opinions? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Harmond who wrote (2610)	3/20/1997 10:07:00 PM
From: Dan Spillane	of 42804

A "jaw-dropping" comment from 3Com conference call: 100MB (Fast Ether) adapter card shipments grew 64 percent sequentially! The 64% increase in one quarter absolutely has to translate into increased 100MB switch sales. Remember Intel's original Intent in cutting 10/100 MB adapter prices was to encourage exactly that--migration to 100MB Ethernet. This is apparently working better than even I expected. 3Com also commented on the migration to Fast Ethernet, and the relative strength of the switch market (esp. high end) as compared to the hub market, and of course the 100MB adapter market which saw huge increases in volume, but was the target of the Intel price cut. The question is, can anyone take a stab at figuring out how this huge volume increase in 100MB adapters will translate into 100MB switch unit-volume increases? MRVC will be a prime beneficiary here...without paying the price 3Com has on the adapters and low-end hubs--as MRVC isn't weighed down with either of these. Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next