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

To: craig crawford who wrote (6079)	11/20/1997 11:11:00 PM
From: WBendus	Read Replies (2) \| Respond to of 42804

I think that it is really pretty easy to see what is going on here. Price cuts, trouble overseas. Smells just like Ascend did back in August. The company is trying desperately to make the quarter and the only way they are going to do it is to boost sales here in the states. There is mounting concern over the Japanese economy but I think the greatest concern is coming from the price cuts. Many companies are coming out with GE products, companies that have plenty of dough to throw around. The price cuts are hurting the near term prospects but this could be off set by increased market share in the long run. This stock definitely trades in trends. Short term, 3 to 6 month momentum players are what move this stock. Wait for it to brake its downtrend. Wayde.

To: craig crawford who wrote (6079)	11/21/1997 1:19:00 AM
From: Dee Jay	Respond to of 42804

Craig, going past the reference to NDC's $99/port product we learn that NDC's product can support only half the MACs as NBase's, plus it has other limitations so it's not at all competitive. Here's the clip from Techweb that''ll give comfort to anyone concerned about the NDC vs NBase/MRVC offering: "The number of media access control (MAC) addresses supported drops with the price, as vendors cut memory to cut costs, Wilson said. For example, NBase's $199-per-port switch handles 8,000 MAC addresses per virtual LAN, while NDC's $99-per-port switch can handle about 4,000 MAC addresses and has no virtual LAN capabilities. One thing Yablonka said he doesn't want to give up is manageability. To that end, Intel offers a Web-based management interface; NBase offers SNMP and RMON support. NDC said its switches are "self-managing." end of clip. MRVC is still the price/performance leader! And I wouldn't be at all surprised if the INTC offering is OEMd by MRVC. Dee Jay