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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: Gangyi Feng who wrote (1728)2/8/1997 3:34:00 AM
From: Mike Winn   of 42804
 
>>>BY the way, INTEL has sharply reduced the price of their fast ethernet adapters
Any implication on MRVC?

Gangyi,

Intel only reduces the price of the network interface cards (NIC), not the
switches. Those NICs are made by Intel. MRV makes switches, not NIC.
The network interface cards are the cards that plugged inside the PC
to let it talk to the network.

Intel used to dominate the NIC business until it has been taken over by
3COM. Intel drops the price of the NICs to gain market share and to regain
its leadership position.

Bruce,

Wait til Monday 2/10/97 for MRV to detail the business relationships with
Intel, DEC, Fujitsu, and ??? You will not be disappointed.

Mike.
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