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

To: Dan Spillane who wrote (6481)	12/15/1997 11:55:00 PM
From: Mike Winn	Respond to of 42804

Dan, I monitor the Triquint stock too. There are talks on the TQNT thread that copper chip technology from IBM is cause for concern for GaAs. What da ya think? Check the posts by a guy named Barak Maoz, he is very knowledgeable. exchange2000.com

To: Dan Spillane who wrote (6481)	12/16/1997 12:13:00 AM
From: WBendus	Read Replies (1) \| Respond to of 42804

Dan, Regarding Vitesse, I was thinking that your research was telling you to go into chip-making and semi-equipment makers that do have competition with firms in Asian? Your logic seemed to be eluding to the consideration that these Asian firms that compete would not be able to secure the capital necessary to keep production going to make investments into new ventures which would allow them to keep their competitive edge. How does Vitesse fit into this scenario? You had commented that they do not have much competition from Asian firms. Wayde.

To: Dan Spillane who wrote (6481)	12/16/1997 12:41:00 AM
From: Dan Ross	Read Replies (1) \| Respond to of 42804

What about SiGe (Silicon Germanium)? Gilder has been harping this lately....says it will replace GaAs but no time soon.....I believe it isn't the copper solution you were talking about from IBM. I know IBM is one of the big players. Nortel licensed the technology and is apparently using it in some GSM phones.... Is this correct? I am no chip guru by any means but I thought the two products were different...both were held as "giant leaps." Take care Dan Ross P.S. This is getting old folks....200 more at 21 7/8 today.... I am going to dollar cost average this stock to death!!!! It is the most profitable strategy I have found to date with MRVC during this volatile times.....Still under water on 400 shares at $25....... no problem......I am patient.....I still don't like being on the downside with trading though......