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

To: Immi who wrote (3296)	3/3/2004 6:02:57 PM
From: E_K_S	Read Replies (1) \| Respond to of 3299

Hi lmmi - What's your opinion on point to multi-point wireless "last mile" technology? I moved a lot of my AFCI gains over to Proxim (it's doubled since I made the move last year) and I believe they will eat AFC's lunch on per share profit growth. Also, there is a longer term play in VOIP technology. AFC and PROX should benefit from this market. AFC probably has better exposure to VOIP as any potential customer will require DSL or cable internet access. The actual VOIP service will be a commodity that all baby bells and cable providers must offer. The wireless mobile service using 802.11, 802.16 and cell CMG3 is interesting too. There is a convergence in this technology to seamless access. regards EKS