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

To: lml who wrote (2979)	4/19/2000 8:15:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 3299

Re: AFCI Q1 2000 Details lml- Thanks for the clarification on Marconi. Did you catch the news about SBC/Cisco this AM? And I noticed AFCI has stated they haven't seen any Pronto revenue yet. And Alcatel never mentioned Pronto by name in their last CC a few months back. I posted this info on the Last Mile too: Message 13460552 Anyway, I'm sure SBC will come out and say everything is fine with both ALA and AFCI as being approved vendors for Pronto. But IMO, SBC is spreading that $2 billion/year pretty thin. Fortunately for AFCI, they count eight major customers and do not have a huge reliance on SBC. -SBC, Winstar, Sprint, NextLink, Tellabs, Fujitsu, Marconi, France Telecom. -SBC is a 10% customer -Sprint is a 11% customer. -Winstar is 25% -International revenues are 11%. BTW, I posted some of their Winstar comments on the Last Mile in reference to my fixed broadband wireless posts: Message 13457235 -MikeM(From Florida)