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

To: Dakota Sullivan who wrote (7614)	3/6/1998 3:23:00 PM
From: Jonathan C. Williams	Read Replies (2) \| Respond to of 42804

Nice Ad on Page 13 of Network Magizine March 1998 edition. Think NBase GigaFrame Switch Real Nice Ad. Comments/regards.

To: Dakota Sullivan who wrote (7614)	3/6/1998 3:30:00 PM
From: Sector Investor	Respond to of 42804

<<Who do they compete with most directly and why is MRV better? ASND now CSCO have gigabit capability without going to ATM, so why would a customer go with MRV? Believe it or not, I can't find this basic competitive info in the package the company sent me or in the research report from SB. Any help would be appreciated.>> MRVC's revenues come from 78% networking and 22% optical products in Q4. This will change with the Xyplex acquisition. CSCO sells mainly to large enterprises, while MRVC sells to small-midsize companies. MRVC is very strong in Europe, where CSCO does not compete much. CSCO has not shipped GE yet, whereas MRVC has been shipping for some time. MRVC's price per port is less than half of CSCO's, I believe (don't have numbers at hand). MRVC's FE/GE product line is more complete and their cost structure is lower. Why should a smaller company pay twice as much for CSCO products when a MRVC product is as good or better? Besides The market is big enough for all players.