Osicom(FIBR) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Osicom(FIBR)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Muizz M. Kheraj who wrote (802)	4/17/1997 5:53:00 PM
From: Roger Brown	of 10479

The call was PHENOMENAL....call 1-800-625-5288 ext. 191771 for a recap of the 90 minute call....Sharon led off for about 8 minutes and the rest was led (95%) by Par. They have a very long term vision and are miving ahead....Sell through for the Ingam and Tech Data deals proceeded faster than anticipated and they actually ran out of inventory at one point in time (4 weeks was on storage they anticipated for...guess that wasn;t enough... They elaborated on the ACBN deal and how they are the sole provider of equipment through ACBN...NO competition through that channel.. They have ~$6-8 MM in cash... Gross margins (i'm interpreting this Q but not the rest) should remain around 1/96 Q but then expand from there....especially in Q3 and beyond...They are NOT experiencing price pressures.... I have 3 pages of notes....They were cordial and stayed on the phone the longest i've ever heard for a conference call (listed to 9 thus far).... Sharon and Par both said that if you want predictability (they are a "speculative stock" in their words) then go to a utility stock.... So they realize the ups and downs.... Abstracts of the conversation don't do justice though.... They are owrking on being a leader in teh next leg of networking...the wirless domain...and are pushing forward...leaaving others behind!!!! I won't be one of them!!! The call will last for a week so go make yourself feel good and know about what your INVESTMENTS are doing.... Par also stated that he should know something in 30 days about NASDAQ listing (not sure what that meant...any comments here???)... The listing has NOTHING to do with end of the year results....as posed earlier in the past few weeks on the thread...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next