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

To: tyro who wrote (6436)	12/14/1997 5:01:00 PM
From: signist	Read Replies (1) \| Respond to of 42804

<"However, there are two unknowns: one, Asia, including the fear that S. Korea's troubles could be but prologue to a greater drama unfolding behind the rice paper in inscrutable Japan, and two, closer to home, the self-feeding deflationary impact of margin calls as trigger-happy on-line traders awake to the discovery that the storm has affected their powder. In a glade now busting with prime game, rare is the hunter who can."> Tyro, I really enjoyed how you expressed your points. What really surprises me about the Asian problem is how all of a sudden people seem to be stunned with the devaluation of real estate in Hong Kong. I was in Hong Kong last April and the Chinese people were leaving by the hundreds taking with them their money. This was no secret. Guess where they moved to...here in the good old U.S.A.and Canada O.k. by me. Visited Beijing,China also and found from what I saw cell phones are big there and with the lack of infastructure, seems cell phones make big sense. (cents):-) MRVC plans to open an office there in the very near future. Sam may have covered this. With MRVC's advantages over the likes Cisco and Bay Network in Europe (stated by Noam at the Meeting) and Noam not seeing any significant signs of the Asian market declining for MRVC, Yet and with the cash the company has accumilated for Marketing, R&D, expansion, etc. I can't see how we can be wrong staying here for the fun. Having said all this, Japan's Yen didn't fall off a cliff- just kinda rolled down a hill. Now everyone is fearful they will sell their treasury bonds. Could be a big problem. John LoBianco