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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: rascalbythesea who wrote (13910)6/13/1999 9:07:00 AM
From: Sector Investor  Read Replies (2) of 42804
 
Hi, everyone.

I'm reporting in from Guangzhou, China. We are at the White Swan Hotel at the moment - very opulent.

This is my first online access in almost 2 weeks - talk about SI deprivation!

In Beijing, I did not have time to search out a business center (only 4-5 star hotels have them) with Internet access. In Wuhan, I finally found one hotel with access - but it was very slow. I only had time to see about 200 MRVC messages, but reading them was just too slow.

Even here in the White Swan (the best hotel in Guangzhou) they only have 4 machines with Inet access and the printer is a slow Cannon BJC-255SP. All the time typing this post so far it has been printing out 2 pages of text. I asked if they had anything faster - no dice.

Even so, China is making remarkable progress in telecommunications. Cell phone use is exploding, with growth of 120% per year. PCs are just starting to move into homes and Inet access must be very rare and slow. A few Aranea routers and other MRVC products should help that a lot <g>. Make that A LOT of Aranea's.

The monitors are 14". Lots of signs for China Telecom. I attended an exposition on GPS surveying and mapping equipment in Wuhan - it just happened to be across from the hotel. (Ah, page 3 on the printer just finished!). All the equipment has small handheld size calculators with GPS capability. I saw a demo of a palmtop size machine with a hi-res screen and a mapping product. They demoed it for me, going from the street we were on, to the district, to the city, to the area, to the province of Hubei, to all of China via the zoom button - very impressive. The full China map had dozens of clickable points for zoom down too.

I see the stock didn't move, but haven't read much to see why not. I should be back within a week - can't wait.
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