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

To: WebDrone who wrote (13773)	6/4/1999 2:05:00 AM
From: Ronald D. Stange	Read Replies (1) \| Respond to of 42804

At least GE is alive and well. Gig Ethernet Surpasses ATM As Preferred Backbone Gigabit Ethernet has displaced ATM as the preferred campus backbone infrastructure following years of delays in key standards and component technology. Customers will buy more than 334,000 Gigabit Ethernet switch ports in the second quarter, compared with about 200,000 ATM LAN ports, according to projections released this week by the Dell'Oro Group. It will be the first time that quarterly shipments of Gigabit Ethernet outstrip those of ATM. The shift comes as no surprise to IT managers who like the speed and simplicity of Gigabit Ethernet. The high speed and low cost of the technology is leading Eastman Kodak to extend Gigabit Ethernet from its backbone to about 300 desktops in its engineering development group, said Eric Pylko, global network engineer for the company. Even some ATM users agree. "If I were starting our [backbone revamp] today, I would find Gigabit Ethernet very attractive," said Steven Landry, CIO at Seton Hall University, which chose ATM in 1996 before Gigabit Ethernet became a cost-competitive and technologically mature alternative. David Passmore, research director at Net-Reference, said, "Three years ago, [customers] bought into ATM because it promised quality of service (QoS) and it was the only technology that could deliver the performance they needed. Today, if those companies had a clean sheet of paper, they would all go with Gigabit Ethernet for the campus." Many experts disagree that ATM will eventually perish as a campus backbone technology. But most agree that its growth has flattened out. -- Tim Wilson internetwk.com Ron

To: WebDrone who wrote (13773)	6/4/1999 11:10:00 AM
From: Bruce L	Read Replies (1) \| Respond to of 42804

Web: To me the recovery this morning has been dramatic, crazy and....significant. I won't pretend I understand what happened early with selling of many blocks of 2000 -3000 shares below 10 1/2, but I do believe that now -with the stock selling as high as 11 5/16 - that MRVC's downwave is over and the immediate direction is definitely up. Bruce