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

To: Sector Investor who wrote (12344)	3/3/1999 2:14:00 PM
From: Robert G. Harrell	Read Replies (3) \| Respond to of 42804

Sector, Thanks for all the diligent research you are constantly passing on to us. A few questions to pass the time and keep me from watching MODTD and sighing. (I now have another big loss to almost balance my MRVC loss and doing the same stupid(?) thing -- buying more at ridiculous prices.) I notice the equipment is for exotic materials like GaAs, InP, InGaP, etc. Do we know what MRVC's ASICs are made from? If they are GaAs, why don't they have them made by VTSS or PMCS? Would that invite the theft of proprietary designs? The spectrum analyses plots, which I have no idea what they were showing, were for layers of GaAs separated by InGaP. Is one of these the circuits and the other a base for the circuits? I don't know enough to even ask these questions intelligently. I don't think Silicon Germanium was mentioned as a material deposited by this machine. Does that take different equipment? I understand from postings by Dan Spillane and stuff in the Gilder Technology Report that SiGe is the next generation material for super fast chips. I just noticed in the latest Gilder letter that Atmel is taking silicon germanium to a BiCMOS process for wireless chips. Does BiCMOS take different machinery from the one MRVC got? That's enough questions for one post. My brain is starting to hurt and I haven't even been pounding it against the wall(yet). Bob