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

To: E_K_S who wrote (1241)	12/5/1998 12:29:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 3299

Alliances, low-cost options drive DSL offerings .... (http://www.techweb.com/se/directlink.cgi?EET19981005S0031) October 05, 1998, Issue: 1029 Section: Semiconductors ====================================== This is a good article that points out that xDSL chipsets are flooding the market and it is only a matter of time before the RBOC (Regional Bell Operating Companies) 'must' provide this service to their end-users. Both Dell and Compaq are building "xDSL" ready computers that will be available early next year. AFCI's product is one of the most cost effective solutions now available on the market for the RBOC's to deliver the xDSL service. As long as AFCI can continue to upgrade their system so they are compatible with the different xDSL offerings, they will particpate in this emerging market. From the article: "...It is becoming painfully evident that incumbent local-exchange carriers are the slowpokes in DSL delivery. Even with special DSL offerings rolling out from competitive carriers and Internet service providers, the Baby Bells are finding it difficult to characterize their copper loops for high-speed digital data..." ========================================= It is my guess that AFCI will probably obtain a new CLEC (Common Local Exchange Carrier) order and as a result GTE and BellSouth will take notice and expedite their planned build-out schedule. Since AFCI now has a new factory in Florida that utilizes "flow" technology, they are well positioned to deliver on any surge of new orders. Earlier this year AFCI lost a continuation of their GTE contract for not being able to meet the customers delivery schedule. AFCI's management is forcing GTE's hand and is doing everything possible to win back their old contract. It is my opinion that as the "xDSL" demand takes off, several other RBOC's will approach AFCI and product demand will exceed their (new) manufacturing capacity. This would be a good problem for the company. EKS