Advanced Fibre (AFCI) ** IPO Message Board

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Technology Stocks : Advanced Fibre (AFCI) ** IPO

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To: lml who wrote (3000)	5/21/2000 4:39:00 PM
From: E_K_S	Read Replies (1) of 3299

Hi lml: I generally agree with your review but I guess I would like to see AFCI a bit more proactive in delivering any type of DSL solution with their UMC1000 product rather than waiting for the competition to beat them to it. Because the UMC1000 is so flexible and an in-line card adapter can be designed and deployed quite quickly, why hasn't AFCI announced a board that utilizes the Centillium chipset? Why do we have to wait for an ALA to announce such a product, if in fact our customers require such a device? I am bullish on AFCI but wonder why our management has not taken advantage of the "original" design flexibility of the UMC1000 by providing any variety of DSL (i.e. G.lite, Litespan or the full wideband version). I am a long-term investor and am very demanding of my management. I want them to be proactive and ahead of the "technology" curve. They have done a great job fixing the old problems but they must be alert to all new opportunities. Investors are paying a high premium for this company, so I would expect our company to provide these types of products BEFORE our competition. We are the leaders in the market aren't we? EKS

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