Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MikeM54321 who wrote (3025)	6/30/2000 9:17:43 PM
From: Maverick	Respond to of 3299

Cowen reits SB,anticipates upside in 2Q00,tgt $75 28-Jun-00 15:00 -- 16:00 ET Adv. Fibre Comm (AFCI) 48 27/32 +5 23/32 : SG Cowen reiterates STRONG BUY rating and $75 price target; firm believes the hit stock took yesterday due to HLIT's pre-announcement was unwarranted; anticipates upside to $0.10 EPS and $95 mln revs for Q2.

To: MikeM54321 who wrote (3025)	6/30/2000 9:21:11 PM
From: Maverick	Respond to of 3299

CSFB reits BUY, 2Q00 is better than expectation Advanced Fibre rebounds By Debra McGarry, CBS Marketwatch Last Update: 5:47 PM ET Jun 28, 2000 NewsWatch Latest headlines PETALUMA, Calif. (CBS.MW) - Advanced Fibre Communications’ shares rebounded 13 percent Wednesday after an analyst said concerns the company may lose business from a key customer are unwarranted. Today on CBS MarketWatch Nasdaq, Dow rally to close higher IPOs: StorageNetworks, Exfo surge Workshop examines B2B concerns Due Diligence: Stan Lee muscles in on online comics market TechWatch: Both sides at fault More top stories... CBS MarketWatch Columns Updated: 6/30/2000 4:06:02 PM ET The stock (AFCI: news, msgs) improved 5 7/8 to close at 48 9/16 on volume of 7 million shares. On Tuesday shares of Advanced Fibre fell after rival Harmonic (HLIT: news, msgs) warned its second-quarter earnings will be below Wall Street expectations in part because of a slowdown in sales to AT&T. See related story. Credit Suisse First Boston analyst Reginal King said investors were concerned that Advanced Fibre may be losing Winstar Communications (WCII: news, msgs) as a strong customer. “These concerns and Advanced Fibre’s stock decline Tuesday were unwarranted, “ said King. King reiterated a “buy” rating on Advanced Fibre and said the company’s June quarter is progressing somewhat better than previous expectations. Visibility continues to improve and Advanced Fibre’s relationships with all its major customers remain strong, King said. CS First Boston estimates Advanced Fibre will make 9 cents a share on revenue of $92 million in the second quarter. The average estimate of analysts polled by First Call is 10 cents a share. The company is slated to release quarterly results July 17. The Petaluma, Calif. -based company makes telecommunications switching and transmission equipment

To: MikeM54321 who wrote (3025)	7/1/2000 6:30:59 AM
From: lml	Read Replies (1) \| Respond to of 3299

Well, Mike, I responded to your post earlier, but my GD browser crashed before I could post. Time for a reinstall I should say, and my salute to AOL for valor support of its fallen browser. Just can't bring myself to use IE. I tried it, but when it crashes, so does my whole OS. Anyway . . . here I go . . . again. LD in Texas First, SBC's approval to enter in LD is nothing that is really new. It has been expected to receive FCC approval for several days now ever since DOJ gave its nod a week ago I believe. As for your question, I have no factual detail of deployment of UMC1000s in TX. But, you are correct in that I speculate that SBC will likely utilize the UMC v. the Litespan in more rural environment due to economic considerations, namely price. To an investor, a product line such as the UMC1000 which is more adaptable to rural environment is a more attractive product line than one more adaptable to more urban environment due to the nature of deployment of these boxes proximate to subscribers in order to deliver more advanced services. The more rural the application, the more likely the more boxes will be needed, and therefore purchased to cover a targeted service area. Rural Deployment With that said, it is obvious that beyond several major metropolitan centers in TX, such as Dallas, Houston, Austin, San Antonio, and several smaller areas of concentrated populations [ie. El Paso], most of TX is quite rural, and therefore "UMC country." However, what must be weighed in such an analysis is to what extent does SBC service these more rural areas of TX. In my short term of this industry it has become apparent to me that shortly after Ma Bell was broken up, small independent phone companies emerged, particularly in some more rural, difficult(expensive) -to-serve, markets to pick up service areas that the Baby Bells were not necessarily interested in servicing. I know that some of these smaller independent phone companies do in-fact serve some of the more rural areas of TX as opposed to SBC. Nevertheless, in the not-too-distant future, we will see SBC compete as a CLEC in non-incumbent service areas, and I see no reason why it could not leverage existing incumbent infrastructure to do so. IOW, use the UMC1000's RF capabilities to deliver local service via fixed wireless transmission. ALA and NGDLCs I dunno if what you are commenting has more to do with form than with substance. ALA may not category its line of equipment as NGDLCs, but rather something else. As far as DSL is concerned, what both products as far as the DSL function is what is arguable a remote DSLAM. What makes a piece of equipment a NGDLC carrier? Is this really just a term of art that was adopted to describe the next generation of field products that presently were labeled DLCs. Arguably, what SBC is deploying at the RT in underground CEVs is more than a simple DLC, which IMHO, is a category of equipment remotely deploy to extend a variety services provisioned out of the CO. Is adding the term next generation sufficient to describe the true nature of the equipment. More often today we here the term gateway, which to me implies access to a particular network or group of networks. To me this is more akin to what is being deployed in the neighborhoods. I guess the bottom line is that ALA is likely to have NGDLC equipment, but it might it that, but rather something more "advanced" in terms of future WANs.