Advanced Fibre (AFCI) ** IPO Message Board

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Technology Stocks : Advanced Fibre (AFCI) ** IPO

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To: Charles R. Peluso MD who wrote (1194)	11/7/1998 3:29:00 PM
From: esterina	Read Replies (1) of 3299

Barrons article " Mutual Fund Forum-Roger McNamee "Q-What else to you like, Roger? McNamee: Out-of-favor equipment stocks like Advance Fibre Communications. "Q: Out of favor does not even begin to explain what's happened to Advance Fibre. McNamee: And ditto for Ciena. Both of those companies, though, are well positioned. We also own a lot of EMC, which sells storage infrastructure. Q: Both Ciena and Advanced Fibre have been so badly beaten down - might either company end up getting acquired? McNamee: I don't have a clue. All I know is, they serve really big markets and have tremendous growth opportunity. They're certainly well enough positioned that it's easy to imagine another company coming in and acquiring them. But you don't need that to make them interesting stocks. GREAT ARTICLE

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