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: Afaq Sarwar who wrote (10144)	12/3/1999 1:52:00 AM
From: SteveG	Read Replies (1) of 10479

<..Can you name another company that has even half as many customer for their metro DWDM product line?..> FIBR's closest competitor in this space (who is not that close) is CIEN. M-DWDM growth is nascent but expected to explode. 2 of the 3 major cables are currently using FIBR (we know MediaOne and we "understand" the other is TCI). CIEN has a market cap of ~$6B SCMR has a market cap of ~$17B FIBR has a market cap of ~$200MM (with about $100MM representing NSIL shares) Sorrento's DWDM solution is up to 30% of competitors price (70% cheaper) with greater functionality, and will likely IPO within ~3 months.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next