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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST
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To: WBendus who wrote (2615)3/20/1997 10:59:00 PM
From: Dan Spillane   of 42804
 
Wayde, the key here is UNIT SALES on the 100MB adapter cards grew by 64% in one quarter. The unit sales here have a direct positive mapping to 100MB switch sales. The 3Com revenues for adapter cards didn't grow that much since the unit price fell.

As MRVC specializes in the 100MB switch, and not the adapter cards or low-end switches, they stand to benefit tremendously from the latter positive mapping while at the same time they don't lose out since they don't sell the adapter cards. Clear?

Bottom line: 100MB switch sales are exploding due to the adapter price cuts--just what Intel planned, and why they invested in MRVC.

Dan
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