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

To: Eric L. who wrote (7248)	2/24/1998 9:04:00 PM
From: Eric L.	Read Replies (1) \| Respond to of 42804

Interesting list of articles worth skimming: xlink.zdnet.com Search NBASE New Directions in Layer 3 Switching -- Wire speed-that's what the latest Layer 3 switches are striving for. By performing packet-by-packet routing techniques in ASICs, these devices achieve speeds of 4 million, 7 million, [ZDNN, 2-16-98] PC WEEK: New directions in Layer 3 switching -- Wire speed-that's what the latest Layer 3 switches are striving for. By performing packet-by-packet routing techniques in ASICs, these devices achieve speeds of 4 million, 7 million, [PC Week, 2-16-98] One-Stop Management -- Web servers into networking hardware to ease device management. Nbase Communications this week will announce a new MegaSwitch Web Manager for its MegaSwitch II switch, which supports [PC Week, 2-09-98] Enterprises: Net Gear Wellspring -- The new frontier is the service provider arena," says Kelly McGovern, vice president of Internet and telecommunications marketing at Bay Networks Inc., which has identified both remote

To: Eric L. who wrote (7248)	2/24/1998 9:24:00 PM
From: Eric L.	Read Replies (1) \| Respond to of 42804

also SMartMoney on INTC -- very interesting -- Intel has been making modest inroads into 3Com's hold on desktop Ethernet adapter cards by reselling products from MRV Communications (MRVC), but the company must continue to keep the hubs and switches it is selling at parity with the competition. To that end, Intel also announced new modules for its switches that will incorporate Gigabit Ethernet, a technology that can move bits between computers at speeds of up to 2.5 gigabits per second. 3Com and the others, meanwhile, will continue to build more complex software into their products, combining both gigabit products and other technologies such as ATM, along with sophisticated application-specific integrated circuits to keep ahead of Intel. & even more exciting note the "Ditto MRV." We expect to see more acquisitions like the Chips buy, which give Intel the core technology to fuel this integration, and we'll take an extensive look at Intel's shopping prospects in the near future. In the meantime, with $5 billion in cash, no one is counting out the possibility that Intel may plunk down some serious money for expertise in the networking business. Likely candidates include Cabletron Systems (CS), which with a $2.5 billion market cap is one of the cheaper networking plays. Ditto for MRV. The recent agreement to manufacture a chip Intel had no hand in developing, ARM's StrongARM processor, is proof to some that Intel will stop at nothing to expand into new markets. As Ron Jeffries, a longtime networking observer, remarks, "The common reaction is to count out Intel, which is dangerous. They're huge, and they have so much cash. All they need is to buy a few more companies to get the networking expertise they need." smartmoney.com Lastly a Smartmoney value screen: smartmoney.com