Silicon Investor (SI) -- The First Internet Community

To: Paul Shread who wrote (486)	6/1/1998 7:02:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 3299

Its impossible to know if the A/R is worth major stress. The facts are that: Q1 was tough and back-end loaded. Business has picked up this quarter and some of the large receivables have since been collected. However, when you have major customers in places like China & Brazil, you can't be 100% sure about anything. Emerging countries building phone infrastructure is a major opportunity and AFCI is the prime beneficiary of this. But with this large opportunity comes a fair amount of risk. I'm long AFCI and would be a buyer on weakness.