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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: signist who wrote (9837)8/3/1998 12:20:00 PM
From: Robert G. Harrell  Read Replies (1) of 42804
 
John,

I'm not at all technically gifted but I used to own VTSS, a big GaAs chip maker. I'm pretty sure Dan Spillane, one time guru of this thread and also a former VTSS owner, ascertained that MRVC uses GaAs chips made by VTSS. Galium arsenide chips are not a threat to MRVC. They are a product used by MRVC.

Incidentally, one of the last topics Dan S. was excited about before he seemingly dropped out of sight, was a new medium for chips even faster than GaAs. I believe it is silicon germanium and ATML acquired the company that has the technology. I believe they already have products using this material ready for market.

I'm watching ATML carefully because they might become the next VTSS, which I sold way too soon.

Bob
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