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Technology Stocks : Osicom(FIBR)
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To: CMS27 who wrote (9267)2/22/1999 3:24:00 PM
From: Joseph Hoane   of 10479
 
Scott Bailey,

I certainly thought your posts were on topic.

I would point out several things. 1. Osicom is shipping now.
2. It's not all or nothing. Osicom only needs a small part
of this market to be quite profitable. 3. Lucent's product
will not necessarily be better than the Gigamux, although the
points about integration and RBOC customer relationships are
well made. 4. It's not clear that there is anything else like
the EPC add-on to the Gigamux. This may sell very
well and cause the sale of many Gigamuxes. 5. Don't forget
NetSillicon. 6. Don't forget buyout value after IPO of
NetSillicon.

Joe Hoane
long
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