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Technology Stocks : Advanced Fibre (AFCI) ** IPO -- Ignore unavailable to you. Want to Upgrade?

To: lml who wrote (2954)	4/1/2000 4:11:00 PM
From: Keith A Walker	Read Replies (1) \| Respond to of 3299

Thanks to both Ram and lml. I am still long quite a few shares of AFCI and have written some naked puts and am long some calls: your comments are reassuring. I believe nothing fundamental has changed for AFCI - as a matter of fact, I believe more strongly than ever that their business is probably better than ever for them. I also considered last week as mostly a profit taking sell-off driven by the end of the quarter and some probably sold since there was no CSCO buyout announcement. As we have said before on this thread, AFCI can stand on its own and take on some of the big-boys. They really don't need CSCO to suceed. I also like the semis and have significant positions in both BRCM, RMBS and LSI. I only dabble in MU since the DRAM business is unpredictable at best, but it is fun to speculate with MU from time to time. I would agree that next week we should probably see institutional money move back into AFCI - last I checked earnings will be out on April 10 - anyone have a different date? Regards, Keith