Advanced Fibre (AFCI) ** IPO Message Board

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Technology Stocks : Advanced Fibre (AFCI) ** IPO

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To: Johnny Canuck who wrote (1094)	10/14/1998 1:24:00 AM
From: CChalmers	of 3299

I think your report is pretty complete and your assessment fair. I would add a couple of points. They have finished design, they believe, of the ASIC which is key to the most modern version of their new 2000 line product. That product, because of size, is most likely to appeal to larger customers. It should be available Q1. Green thinks it provides real technical advantage. I know a little about such design efforts, and I expect it was a good part of the high R & D. While the factual statements in the conference and the report are not particularly encouraging, except for good level of R&D and the balance sheet, both Green and CFO made encouraging if unspecific statements about expectations for Q4. I've been thinking all evening about whether there is any reason to trust them. It came to my mind that at the Montgomery conference several weeks ago Green made a statement that in general indicated that Q3 would not yet show they were over the hump. General net talk at the time had bigger expectations and I remember I was disappointed by the report. Now it gives me a small reassurance that Green may be worthy of some trust.

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