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

To: Douglas V. Fant who wrote (1903)	3/3/1999 10:59:00 AM
From: E_K_S	Read Replies (2) \| Respond to of 3299

Hi Douglas: I think you are on track with your numbers and this has been something I have been trying to determine. It is not clear to me what growth rates to estimate for these sectors (CLEC's vs ILEC's). We really do not have enough history to derive a consistent industry growth factor as much of this new technology is demand driven and IMO we are just at the beginning of a huge growth phase. Two questions come to mind; (1) is AFC's technology superior and the product of choice? and (2) will the CLEC's continue to build out their systems at the current rate (or faster) and when will we begin to see the RBOC's commitment to large investments in this technology (ie this quarter)? We will just have to watch the news wires for any new contracts. It appears that the stock has already discounted any significant growth in AFC's international sales and perhaps AFCI may surprise the street in this area in Q2 or Q3. EKS