To: dougjn who wrote (450 ) 5/5/1998 9:55:00 AM From: Beltropolis Boy Read Replies (1) | Respond to of 3299
>Excessive chattiness is apparently NOT a fault of this thread. doug. well, there's always the yahoo boreds. (that's not a homonymic misspelling.) and in light of the number of ad hominem attacks i've seen on si (experienced one), perhaps i'll optimistically postulate an inverse corelation between thread activity and stock price! yeah i know, pretty brazen. if you're familiar with msn investor , here's jim jubak's latest update (posted today). fwiw, -chris.New Developments on Past Columns Picking Up on Telecom Mergers "Advanced Fibre Communications (AFCI) gave one of the strongest presentations at the recent Hambrecht & Quist technology conference. The company continues to show solid growth in its traditional business of selling to independent phone companies equipment that connects local telephone loops to the national phone network. Advanced Fibre owns about half of this market. But the company is starting to win contracts from the regional Bell companies -- Bell Atlantic (BEL), Ameritech (AIT), and BellSouth (BLS) have either bought equipment from Advanced Fibre in recent months or are seriously considering bids. That's a big shift for the company, which has struggled for years to crack this market. New products that will enable the company to go after the high-density local loop business (local loops serving more than 1,000 lines) now owned by Lucent Technologies (LU), DSC Communications (DIGI) and Nortel (NT), and an expanding international division should keep annual growth rates north of 50%. I continue to recommend the stock as a Jubak's Picks at its recent price near $40. My end-of-the-year price target is $55 a share."investor.msn.com