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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: Mike Winn who wrote (6736)1/16/1998 11:55:00 PM
From: Eric L.  Read Replies (1) of 42804
 
Hi,

Any opinion on this opinion? Relative to MRVC naturally

President Tom Nolle at the CIMI consulting firm
draws an unusual line between the winners and
losers. He expects corporations to buy high
volumes of lower-end networking products such as
ethernet switches, while deferring purchases of
potentially disruptive new technologies such as
so-called layer-three switching (these devices
employ silicon chips to move higher volumes of
data than traditional software-laden routers sold
mostly by Cisco).

But Nolle says these products are largely
indistinguishable, which means networkers will still
have to cut prices to compete. Cisco, with gross
margins steady at about 65%, is most protected
from this price competition. Even though 3Com
has historically sold more low-end products, Nolle
says Cisco might sell more successfully than
3Com because it has wider gross margins. All
these companies are Nolle's clients.

thestreet.com
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