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Technology Stocks : ATM vs. Gigabit -- Ignore unavailable to you. Want to Upgrade?

To: Pigboy who wrote (42)	10/26/1997 12:27:00 AM
From: Regis McConnell	Respond to of 63

pigboy, MRVC rpts 3rd qtr. this Monday, after the close.

To: Pigboy who wrote (42)	10/27/1997 6:34:00 AM
From: Vincent Yaffnarro	Read Replies (1) \| Respond to of 63

Pigboy, I do agree with the spirit of your statement ... that for FC to be successful in "non-island" networks, high speed gateways must be available. The NTT project shows promise. I also heard at N+I in Atlanta, that Ancor (ANCR) is developing a FC to GE gateway. As for GE investments, MRVC is the only smaller company shipping GE that is public. They are certainly not the best, but they may be able ride the wave for some time. I also heard that Gigalabs may be going public, but I'd stay far away from these guys. As for the Big Boys, BAY has the best opportunity to profit, short-term from GE. Their products are supposed tol be shipping in volume in January. Good Luck VY