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Technology Stocks : PHTN--Photon Dynamics, anyone follow this company -- Ignore unavailable to you. Want to Upgrade?

To: Mark Brophy who wrote (811)	11/8/1999 10:35:00 AM
From: Q.	Read Replies (1) \| Respond to of 930

re. AFCO, it does appear to be an under-priced play of FPD's. Unlike other stocks in the sector, it has not bounced back, despite being in the same phase of the industry's cycle. I listened to the last conference call. Management said that their primary business line, coatings, is now operating at nearly full capacity. Moreover, their joint-venture in China for coating FPDs is now contributing significantly to earnings. PHTN's CEO joining the AFCO board is good for AFCO. They will have the benefit of more industry experience, in making their most important decisions.