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

To: STU who wrote (7557)	3/3/1998 7:40:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

At Jack Colton's suggestion and with his permission, I am posting the contents of a private message. Jack has access to both INTC and MRVC boxes and I had asked him just how good MRVC's boxes were. Is there anything obviously, missing or wrong with their technology, etc. Here is his reply. To: Sector Investor (who wrote...) From: Jack Colton Tuesday, Mar 3 1998 4:58PM EST My engineering packet pushers have played around with them. We do not see anything technically wrong with them. As a matter of fact, the ones I played with were great! I want to put a 2048 in my demo cabinet. Nothing is wrong with NBase except the name. It is not CISCO or BAY. In Nov and DEC we sold about 120 Bay 350Ts, while on the shelf sat the NBase equivalents. It's the name, not the product that keeps it from selling here. Do you have any idea how many startup companies and mature companies have brought out switching products in the last year? I can't keep up with them! I am sure most MIS / LAN managers can't keep up with all of the new entries either. I am sure that some of the others are very good, but who has time for a "Me too" product evaluation - That's what keeps PC magazine in business - then they always rate whoever advertises the most as editors choice - even when other products have better technical merit. Nbase products will win the Comnet Product showcase, because everyone gets an equal break in that evaluation. But until NBase gets a US style marketing guy (like me - wink;wink) to do a little sky writing for them, the MIS manager's not going to risk his neck to save a few bucks. I just got an email while typing this. Let me call my office. <<YES I DO SELL ALL OF INTEL'S NETWORKING PRODUCTS!! I DON'T HAVE THE ES550TUS IN STOCK.. I COULD DROPSHIP FROM INTEL IF THEY HAVE THEM.. THIS IS BRAND NEW AND IS NOT SUPPOSE TO BE SHIPPING UNTIL MID MONTH... IF YOU NEED, I COULD PLACE A BACKORDER FOR YOU... I DO HAVE THE ES510TUS IN STOCK WHICH IS A 24 PORT AND IS NOT MUCH MORE EXPENSIVE FOR 16 MORE PORTS.. ES510TUS IS $2217 ES550TUS IS $1917 LET ME KNOW IF YOU NEED ONE..>> Looks lit the 550s are going to be hard to come by. Back in a little. Gotta phone home. Jack PS: if you want to post / cut / paste this to the thread, go ahead. It might make some sense to those guys.