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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: Dan Spillane who wrote (2613)3/20/1997 10:42:00 PM
From: WBendus   of 42804
 
Dan,
"3Com said adapter card revenue rose 39 percent in the third quarter to$346.3 million.
3Com also sells switches and hubs, the devices that shuffle information through networks. Sales of these system products rose 24 percent to $432.6 million. "

Switches, hubs and devices only grew 24% and adapter cards 39%. If this is the case then there is still a substantial number of low end products being sold. But, with 100MB products growing 67% as you quoted from the conference call, then things should begin to look a little better for us? That is unless you think that growth in that area should be a 100% or better as we are expecting out of MRVC. Can't wait until our earnings, in what, about eight weeks? May 10?

Wayde.
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