MRV Communications (MRVC) opinions? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Claude Edelson who wrote (7218)	2/24/1998 2:34:00 PM
From: Eric Jorgenson	Read Replies (1) of 42804

OEM sales became a smaller part of MRV's networking business over the past quarter. I believe it was stated on the conference call that sales to OEMs now make up only 10% of MRV's overall networking sales. I believe this is down from 20% last quarter. Thus, sales of products with the NBase name have been increasing relative to those with OEM names. My impression is that this trend will continue based on: 1) my presumption that most of the products sold in Europe carry the NBase name and sales in Europe continue to be strong 2) Xyplex's sales channels are now being tapped to expand MRV's domestic sales and presumably these products will carry the NBase name. Intel was mentioned at only one point during the call, I believe, regarding pricing on a particular switching product. The question was raised whether MRV had an analogous product that was competitively priced. The answer, I believe was that MRV's analogous product was slightly higher in price (from memory, something like $150 per port vs $130 per port)but that the additional functionality provided with MRV's product far outweighed the additional cost.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next