Hi Nevin- Might as well go slightly OT here too(we went OT on the HLIT) thread. Pretty wild news out of HLIT. IMO, it's still Divicom. I found most news stories on HLIT focused on ATT and not the incredible let down Divicom brought to the table. Like I said on the HLIT thread, pre-blowup, it's Divicom, Divicom, Divicom. To be perfectly honest, I'm still concerned about Divicom. I didn't have any strong feelings for AFCI taking such a hit from it's high as I did with HLIT. So I'm really at a loss on this one.
First thing I'd do is to check their large customers: SBC, Winstar, Sprint, NextLink, Tellabs, Fujitsu, Marconi, France Telecom
....of course! It's the Worldcom/Sprint news that has probably cast a shadow on AFCI. Gee I'm still following to many companies to miss that connection. -MikeM(From Florida) |
