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: Paul Shread who wrote (486)	6/1/1998 7:02:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 3299

Its impossible to know if the A/R is worth major stress. The facts are that: Q1 was tough and back-end loaded. Business has picked up this quarter and some of the large receivables have since been collected. However, when you have major customers in places like China & Brazil, you can't be 100% sure about anything. Emerging countries building phone infrastructure is a major opportunity and AFCI is the prime beneficiary of this. But with this large opportunity comes a fair amount of risk. I'm long AFCI and would be a buyer on weakness.