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

To: Gloria G who wrote (519)	6/18/1998 9:58:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 3299

>This company is heading for a big earnings quarter again. How do you >think that effects the take-over possibility? >Are we better off with a stand-alone succes or a take-over by a >company like Nortel or Cisco? gloria. given previous discussion on this board, i'd say the consensus here is that we're better off flying solo. with 'only' $310m in sales over the last 12 months, to paraphrase a previous poster, "we're just in the first few innings of a nine-inning game." fwiw, afci cited in a brief interview with fred kobrick previously with state street research and now on his own with kobrick-cendant. a snippet. ----- Posted 6/18/98 Interviews Turning acorns into oaks Fred Kobrick's funds tend to beat the averages. One reason: his exacting assessment of company management's integrity, honesty and skill sets. By Eneida Guzman What are some of the stocks you believe will catch up to the market? Telecommunications and technology are two important areas for us for two very different reasons. For instance, some of our strongest "avoids" are in technology. We are avoiding or selling semiconductor capital-equipment companies. And the same goes with semiconductors themselves. There's overcapacity and slowing in the sector. But in telecommunications, our No. 1 pick would be Advanced Fiber Communications (AFCI). They provide telephone interconnect voice, data and video services for remote areas. Ciena (CIEN) is another one that is very attractive at the moment. They were just bought out a few days ago by Tellabs (TLAB), but we still hold it in the portfolio.