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

To: Wizard who wrote (497)	6/6/1998 11:47:00 AM
From: Beltropolis Boy	Respond to of 3299

Advanced Fibre Communications Deploys First UMC 1000 Digital Loop Carrier In Venezuela June 5, 1998 03:29 PM PETALUMA, Calif., June 5 /PRNewswire/ -- Advanced Fibre Communications, Inc. (AFCI) and CANTV (VNT) announced today the successful deployment of the first UMC 1000(R) Third Generation Digital Loop Carrier (3GDLC(TM)) Systems in Venezuela. The UMC 1000 platform was selected because it exceeded customer expectations for ease of integration with their current copper network and was the most cost-effective solution for delivering POTS and other advanced services. The overall scalability of the UMC 1000 system coupled with the proven ability of its outdoor housings to withstand extreme tropical weather conditions made it an ideal fit for CANTV's network expansion plans. "The UMC 1000 was installed within weeks by applying HDSL technology over the existing aerial cable," stated Abdul Chaaban, director of engineering and construction at CANTV. "We started with a high concentration ratio which we deemed sufficient for this tourist area; we can later lower the concentration as needed by adding HDSL spans and eventually migrate to fiber optics simply by replacing transport modules on the existing cabinets." "The UMC 1000 effectively answered CANTV's need for a platform that would cost-effectively deliver services today, yet would have the capacity to grow with their customer demand for new services," says Gregory A. Peters, vice president of international operations. "Together with IEM Engineering, we are committed to fully supporting CANTV's expansion plans at every level." IEM Engineering is AFC's sales representative in Venezuela. About CANTV CANTV is a publicly held company controlled by the consortium Venworld, whose majority shareholder is GTE Corporation. A contract with the Venezuelan government was signed in 1992 and the exclusivity clause is scheduled to expire in November 2000. CANTV is hence pursuing an accelerated effort to modernize its infrastructure so as to be prepared for de-regulation. Additional information about CANTV can be found on the web at cantv.com.ve.

To: Wizard who wrote (497)	6/6/1998 7:56:00 PM
From: Danny Boy	Respond to of 3299

Cisco seems to be more interested in alliances now. I see the BigBoys jockeying for position in regards to future protocols. Sprint seems confident they have something. DSL is still being promoted. ATM might be making its mark. I don't think anyone is certain what corporations are going to subscribe to for their voice and data needs. Today's hype is tomorrow's junk. Which jewels will shine is my dilemma. To purchase a company as TelLabs did is the sign of conviction that such technology is being aggressively pursued. Bandwidth is the issue at all points along the pipeline. AFCI addresses a US 30% of carrier market audience. Corporate America is in the other 70%. Cisco goes straight to the money. AFCI could help Lucent more than Cisco in my opinion. But the recent announcement by INTC,CSCO,AWRE and Analog devices was interesting in that they are pursuing DSL. Is a major breakthrough in the offing? Or is this just another development consortium that "feels out" the possibilities. Cisco puts Ciena inside its router and Aware puts AFCI in its router. Then they all agree to work together. AFCI offers Rights. I think AFCI would like to be with Cisco and not LU, but is not ruling out anyone. Maybe AFCI is pushing the BigBoys to make a quick bid while business is strong ala Ciena. The recent volatility in the stock price is VERY interesting. It points to a lot of rumor mongering. If there were a buyout what would the price be? 60 puts it in the 4 Billion category and Cisco only wants to buy smaller companies since the Stratacom deal. Lucent will be cleared for pooling of interest deals after July. A Foreigner may be more interested since AFCI addresses those markets very nicely and still has a large but so far unappreciated US business. We're at a breaking point here and I'm just hoping that the earnings will shine. I would certainly appreciate any more detailed information. Good luck to all. DGB