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Technology Stocks : Osicom(FIBR)

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To: Brian who wrote (9740)	6/12/1999 12:04:00 PM
From: Brian	Read Replies (1) of 10479

Another inveresting post from Raging Bull ragingbull.com David Pawlak talking about Ciena deal While this announcement by Ciena is a disappointment to us in that another company has won business in a market where our GigaMux could have been used, it is also a validation of what we have been saying (the short haul DWDM market is here now!). At no time have we ever publicly stated that we were in discussions or evaluations with C&W. Ciena has been supplying C&W with long haul DWDM equipment for several months now and therefore had an existing relationship with them. This is unfortunately one of the issues we will be faced with (competing against total solution providers). Ciena has been saying for over a year that they will be coming out with a metro solution and continually delaying its launch. Now it appears it is finally ready. The market for short haul DWDM is very large and characterized by thousands of small - medium sized opportunities, versus the long haul market which is characterized by perhaps hundreds or so large opportunities. We knew this going into this market. Our size prohibits us from being a one-stop shop for service providers (long and short-haul solution) and this is the reason why Par's goal is to obtain 10% of this market. We are clearly excited about this large market opportunity and aggressively working to lock in as many orders as possible. David Pawlak ps. I have been re-posting a few pertinent posts from Raging bull as that message board is often very slow and we don't all have the time to read the hundreds of posts listed that board. Brian

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