MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: craig crawford who wrote (6079)	11/21/1997 1:19:00 AM
From: Dee Jay	of 42804

Craig, going past the reference to NDC's $99/port product we learn that NDC's product can support only half the MACs as NBase's, plus it has other limitations so it's not at all competitive. Here's the clip from Techweb that''ll give comfort to anyone concerned about the NDC vs NBase/MRVC offering: "The number of media access control (MAC) addresses supported drops with the price, as vendors cut memory to cut costs, Wilson said. For example, NBase's $199-per-port switch handles 8,000 MAC addresses per virtual LAN, while NDC's $99-per-port switch can handle about 4,000 MAC addresses and has no virtual LAN capabilities. One thing Yablonka said he doesn't want to give up is manageability. To that end, Intel offers a Web-based management interface; NBase offers SNMP and RMON support. NDC said its switches are "self-managing." end of clip. MRVC is still the price/performance leader! And I wouldn't be at all surprised if the INTC offering is OEMd by MRVC. Dee Jay

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