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Technology Stocks : Advanced Fibre (AFCI) ** IPO

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To: E_K_S who wrote (1901)3/2/1999 11:46:00 PM
From: Douglas V. Fant  Read Replies (1) of 3299
 
Eric, Please someone contradict me if I am wrong as I left my telcomm statistical data at work. But CLEC's are gaining an ever larger share of the voice/data transmission market at least in North America, while ILEC's are going sideways in terms of total volume of voice/data transmitted. Something like about 33% CLEC/67% ILEC currently I believe (I'll post actual numbers tomorrow)....

Thus IMO we need to be a bit careful here and not underestimate the value of the CLEC business while we overestimate the value of ILEC's to AFCI.....
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