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

To: Sector Investor who wrote (14588)	7/25/1999 8:46:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

I gave some thought to the CW changes over supper. I think the fact that CW is competing in the VERY high end router market is very positive for all of MRVC. For example, the higher backplane speeds will probably find their way into NAC and NBase-Xyplex products. I think this also shows the benefits of the vertical integration, and how quickly they can move when they need to. The CW box is not out yet and already the specs are improving - probably due to new ASICs and maybe having to do with the new lithography equipment in the foundry, which gives them more state of the art capability.