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

To: E_K_S who wrote (1901)	3/2/1999 11:15:00 PM
From: William King Wrignt	Read Replies (1) \| Respond to of 3299

Eric, Around $10 per share is kind of a scary price for AFCI. I hope that I am holding on for more than 10 bucks a share..... On the other hand: XYLN is selling for three times revenue. That would put AFCI at $14, not much better. Green indicated that he would hold out for a good price... Some how I do not think he will sell for 10-14 dollars per share. If that is the case we might have a wait? wkw

To: E_K_S who wrote (1901)	3/2/1999 11:46:00 PM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 3299

Eric, Please someone contradict me if I am wrong as I left my telcomm statistical data at work. But CLEC's are gaining an ever larger share of the voice/data transmission market at least in North America, while ILEC's are going sideways in terms of total volume of voice/data transmitted. Something like about 33% CLEC/67% ILEC currently I believe (I'll post actual numbers tomorrow).... Thus IMO we need to be a bit careful here and not underestimate the value of the CLEC business while we overestimate the value of ILEC's to AFCI.....

To: E_K_S who wrote (1901)	3/3/1999 1:23:00 AM
From: P314159d	Respond to of 3299

2 times sales is obscene for a company with tthe product portfolio such as AFCI. Only Shiva faired so poorly and they have lawsuits to do battle with. Besides their business may have ceased and desisted before the buyout. AFC is not that bad off. 4 times sales is much more likely