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Technology Stocks : Osicom(FIBR)

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To: who wrote (839)	4/21/1997 8:13:00 PM
From: Roger Brown	of 10479

David, thanx for the Synopsis....They were clear and a joy to read....I increased my posistion ~33% yesterday at the low ask of $7.50.....so far, so good.....I will weather the storm until certain changes throw off my expectations...... .07 fully taxed EPS this Q and the stock is trading at an annualized PE of 28 isn't bad for a company expected to earn $1.50 for FY99....Haven't seen this much opportunity in a long, long time ina company...glad numbers weren't "tweaked" (hopefully)...and will be looking forward to the next earnings release as early as the 20th of May....Volatility will reign supreme in the interim i'm sure...Hold on.... Doing another exercise, i'm assuming that revenues grow 50% annualized over the next 2 years....EPS = $1.50....at 15 MM fully diluted shares that is $22.5 MM profit in FY1999 ....and that's $260 MM in revenues for a margin of 8.6%....So after just 50% growth in revenues, it is possible to bring down $1.50 in EPS.....Patiently waiting like a few others.....

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