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Technology Stocks : Objective Systems Integrators - Check this one out!

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To: Gary s Gilbert who wrote (592)2/2/2000 1:44:00 PM
From: telecomguy   of 599
 
There is life on this thread! I read the annual report (a must for any long-term investor) and OSII has an opportunity right now that is truely exciting. I bought OSII a year ago at around $4 expecting to have to hold onto it for at least 2 years for big ramp up but they appear to have done a tremendous job repositioning/restructuring the company to put themeselves in the forefront of unified network mgmt and OSS applications.

Unified (UMA) approach is the key here.........I am not sure who else can offer the breath and depth of tools to allow Carriers to manage the disparate set of network platforms from different vendor.

The key here is that the Carriers are going to be less & less tied down to ONE vendor like NT, LU, or CSCO because of the breathtaking innovations in the network technology sector. With all the new players like Corvis, Sycamore, Juniper, ONI, and hundreds of more upstarts funded by Vencaps, the vendor landscape is going to get MORE complicated for the Carriers and this plays perfectly into the strenght of OSII who can unify and integrate multi-vendor network mgmt requirements.

The other major trend that will push OSII into stratosphere is the Wireless market -- this is one hot market which is going to pull OSII along for a ride and if it's true that OSII has the only OSS solution for GPRS, that is truely going to position them well in the next few years as the Carriers plough billions of dollars to build broadband wireless network all over the world.
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