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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: w2j2 who wrote (7016)2/10/1998 7:51:00 PM
From: Eric L.  Read Replies (3) of 42804
 
Diving into the deep end of the networking business, Intel
Corp. this month will introduce its first Gigabit Ethernet
products.

The Feb. 24 announcement in San Francisco will kick off a
two-month product blitz. Among the products expected
are a Gigabit Ethernet adapter for servers, a Gigabit
module for the company's Express 510T switch, and new
Fast Ethernet and Gigabit Ethernet routing switches.

The above is a snippett from one of the articles linked in previous post. I jumped to immediate conclusion that most of the products were propbably going to be from the recently aquired CASE (i think) and a little from MRVC.

But then, I noted the Feb. 24 announcement which seems awfully coincidental to MRVC's delayed Feb. 23 earnings.

If the delay in earnings & the INTC annoucement are related, which they probably are not, I would imagine it would be a really good thing for MRVC.

How? I don't really know exactly, but that's why I am loosely speculating on this forum! Looking for a little reason to back up my irrational exuberence!<VBG>.

Just thought I'd throw that out there.

later
eric
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