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: Pigboy who wrote (13668)	5/23/1999 7:35:00 PM
From: Sector Investor	Read Replies (1) of 42804

<< but i want to read more about why someone may buy someone's new routers over Cisco's stuff. it can't be just down to speed and cost, bc this didn't harm them in the past. >> Well, I can tell you one thing. They never had a high end box so far behind the startup competitors before. The bigs came down to the low end of commodity switches and increased the price competition to the point our margins eroded. Now, CSCO will find intense competition in it's bread and butter area - and they don't have a strong next generation entry there yet, nor does INTC, COMS, CS and others. When you buy someone, it takes a while to integrate the new technology before you have a "true" CSCO product. It seems to me that the next 12-18 months is an open window for these new companies in this market.

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