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

To: Sean Burke who wrote (2033)	3/26/1999 9:06:00 AM
From: David Busch	Respond to of 3299

Sean You may be interested in this. From the FORE thread: Message 8536237

To: Sean Burke who wrote (2033)	3/26/1999 9:49:00 AM
From: E_K_S	Read Replies (1) \| Respond to of 3299

Hi Sean - I really do not know how ATM figures into the equation but in looking at value for AFC, Cerent Inc. is a another long term positive to consider going forward. IMO the industry is trying to move all the technologies forward (i.e. ATM, xDSL, cable modems, SONET, etc.) and the winners will be those companies that can deliver the best solutions to the end-users. DWDM & SONET (Fibre backbone designs) will also drive the types of technology used in their overall designs. My view is that the whole industry is poised for huge growth. AFC is one of the smaller "pure" plays that should participate. I like AFC because of it's current problems that will eventually get resolved. IMO their bump in the road has provided a buying opportunity. AFC's technology is sound and management can be fixed. However, it will take AFC 6 months or more to get back on their previous growth curve. Another small company in this industry is PAIR. Tellabs & Ciena also have technology that is used to build these networks. By the way Tellabs owns over 5% of AFC. Also, there are larger integrators that are more conservative investments including LU, ALA, NT and CSCO. FORE and NN (and others) have targeted their business model and products towards an ATM design. The successful integrator will utilize all the available technologies so that all protocols work seamless in the network. It's a moving target. EKS