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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: STU who wrote (7633)3/8/1998 11:41:00 PM
From: lbs  Read Replies (1) of 42804
 
While I am very interested in MRVC, I am not as optimistic as those on this thread. I think that INTC entering the networking business could have a very big impact on the market. Their new switch the Express 510T was an editors choice in a recent industry review( I can't remember which one.)Even if they don't have great success in selling switches, they have the ability to put the market under tremendous pricing pressure. Look at NIC and what happened to 3com. Their new hub product also has been getting great reviews.

While the Xyplex acquisition looks promising because it extends MRVCs product line so that it is now end to end from the edge of the WAN to the LAn, the sales at Xyplex have declined from 120 million, to 80 million to a predicted 40-50 million this year. Not exactly momentum. Why would an IT manager risk buying a MRVC solution instead of a Cisco solution. Even if it is cheaper, if it does not work out, it is his or her job on the line. No one will get fired for buying CSCO.

Finally, Nbase products have not been getting good reviews. Their Autonegtiating 10/100 switch was the only one that had problems in a number of different areas in the March 01 review in Network Computing.

The new NH3016 MegaSwitch G was given poor marks in PC Week 12/08/97 with the review saying that IT managers should spend more money for the comparable Bay product.

Any comments?
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