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


To: Pigboy who wrote (6809)1/21/1998 8:05:00 AM
From: Sector Investor  Respond to of 42804
 
<<Do you think xdsl will become a part of this picture? From the looks of the CPQ, INTC, and MSFT announcement today, they want to make adsl a reality by the end of the year.>>

I don't know on that (re MRVC), but bigger pipes to everyone's home means that BOTH the WAN infrastructure AND corporate LANs will have to speed up tremendously to handle the demand.

You think remote corporate users will settle for 28.8 or 56K connecting to their corporate network when they are getting 1MB to the net? And then fighting a slow network too? This will be a MAJOR push for GE and MRVC's prospects. This XYPLEX deal looks like MRVC got a steal!