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

To: Charlie Schultz who wrote (294)	1/30/1998 8:59:00 AM
From: PMylnar	Read Replies (1) \| Respond to of 3299

AFCI. Company not seeing a slowdown in Asia. Actually is seeing an acceleration into 98. I thought the quarter was awsome given that the company had lower or no production for 3 wks during the quarter due to manufacturing expansion. My guess is that they could have booked and shipped at least another $5mm in the quarter had this not transpired. Additionally, although management said business "could" be seasonal in 1q98, they also said that visibility is similar to last year at this time. My estimate is that AFCI actually has an up 1q98 in revenue and eps; something like $90mm and $.18/s. IMOO.