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Non-Tech : S&P Midcap 400 Portfolio (^MID, MDY)
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To: Londo who started this subject4/27/2001 4:24:05 AM
From: Londo   of 181
 
Looking at AFCI.. they have $850M in the bank, and a market cap of $1.25 billion. The trick is that they're involved in the last mile of broadband.. not exactly the greatest sector to be in, but valuation is compelling if management can cut costs..

This one is on the observe list.
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