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

To: Douglas V. Fant who wrote (1878)	2/27/1999 12:46:00 AM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 3299

Gang, SBC Communications had a management rep at the Telcomm Conference. She noted a few facts about SBC. First SBC acquired Pacific Bell in 1997, Southern New England Telcomm in 1998, and now trying to merge with Ameritech (Chicago-Upper Midwest Area), and already owned Southwestern Bell (Texas Area). Post-Ameritech merger "SBC will serve an area with a potential 180,000,000 customer base in 50 major market areas; local competition in the 13-state region will be advanced as SBC and Ameritech, recognized leaders in interconnection technologies, create a uniform standard of technical excellence for operational support systems available to competitors" "The merged company's combined international assets, which include operations in 19 countries in Europe, Africa,North America, and South America, coupled with its integrated services, will allow it to follow customers wherever they go." Also SBC intends to enter 30 additional US markets outside of its traditional 13-state region. These customers will likely include residential customers as well as business customers. Point being that SBC is pursuing a strategy to become a major worldwide Telcomm Company. Sounds like a contract with SBC would be a good thing for AFCI, if it comes to pass.... Next AFCI's product works well with analog, cable, fiber, and wireless buildouts-everything except satellite technology. Now in the US alone customer demand for data-oriented applications will drive an explosion in data traffic. Long distance voice traffic in the US will rise from 1.7 billion gigabits in 1994 to 5.0 billion gigabits in 2005 (It's 2.0 gigabits currently).. However data traffic will explode from 0.3 billion gigabits in 1994 to 13.7 billion gigabits in 2005 (It's 0.6 gigabits currently).. Now backing out the part of the lomg distance market that satellites will capture,that still leaves a lot of room for growth in analog, cable (HFC), wireless markets through 2005.....i.e., more equipment will be needed...