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


To: J. Conley who wrote (8614)5/6/1998 8:23:00 PM
From: michael modeme  Read Replies (1) | Respond to of 42804
 
JC, It was supposed to be yesterday. Rao wasn't in. I'm going to keep trying to get ahold of him. Are there any questions you want me to ask him for you? Cheers



To: J. Conley who wrote (8614)5/7/1998 6:29:00 PM
From: michael modeme  Respond to of 42804
 
Left a message with Rao's assistant this morning -- he was supposed to call me back before 12:00 PST. Never got back to me. I'll keep trying.



To: J. Conley who wrote (8614)6/21/1998 3:23:00 PM
From: J. Conley  Read Replies (1) | Respond to of 42804
 
Thread,

Could someone comment on MRVC's ASIC development? Does MRVC have an advantage in this area because they have successfully designed ASICs for an extended period of time? According to the article linked below, ASIC design is essential to Layer 3 switching, and the ability to put functions on Silicon is vital. Also, does anyone think that ASIC design capability alone could make a company an acquisition target.

I read this article in hard copy several weeks ago, but have been too busy to post. Any comments by those more knowledgeable than I are appreciated.

herring.com

jc