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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: Jim Rokosh who wrote (5996)	11/14/1997 3:34:00 PM
From: Dee Jay	Read Replies (2) \| Respond to of 42804

yes, I thought about that too - but I don't know who is in that same category with prices at or below NBase's that were not tested. NBase does like to be the price leader in various categories, I believe. If their technology allows them to make a very good profit at that price point they can increase profitability with the increases in volume - particularly with this kind of independent test results. Note that many IS mgrs. shuck off test results in any case, preferring to use their own testing experience as a guide. Dee Jay

To: Jim Rokosh who wrote (5996)	11/14/1997 5:04:00 PM
From: Sector Investor	Respond to of 42804

<<If MRVC has a performance edge, shouldn't they be able to charge a premium rather than charging 50-80% less? Are they leaving money on the table?>> If you look back at the recent report comparing all the vendor's products, you will see the higher priced products offer more supported interfaces than MRV's switch, thus higher prices. I think MRV is adding more.

To: Jim Rokosh who wrote (5996)	11/14/1997 9:45:00 PM
From: Ernie Zambon	Respond to of 42804

MRV's switch is the least expensive because it is a bare bones switch ,routes only ip, and is not of the "open systems" variety.IMO MRVC has to become less proprietary to achieve a stronger presence in the states. I regularly meet with Cisco sales engineers and when I mention MRV or Nbase the say "WHO, never heard of them". The higher priced switches are feature rich. I guess it comes down to do I need an F14 or will a Piper Cub get me where I need to be. As for Japan who's nearing a banking crises and Asia who's being sucked into a deflationary spiral I'd choose Nbase's switch rather than Cisco's 25k switch. Whadya'll think ??? EZ