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Technology Stocks : Osicom(FIBR)

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To: lisa who wrote (1485)8/24/1997 8:22:00 PM
From: Rational   of 10479
 
Lisa:

As a professor of finance, I noticed a glaring manipulation of the financial facts of Osicom in the Barron's article. I now think the author, Bill Alpert, is either an idiot or a shrewd manipulator of prices as you seem to be indicating.

There is a good possibility of success in manipulating the price of a relatively unknown stock through a powerful medium like Barron's, and hence it seems to be a good bet for an author to write a story like this. At a minimum, Bill Alpert could be hoping that naive readers would not notice his lopsided analysis and find Barron's as good source for investment information.

I have collected independent facts on Cray Communications, Rockwell, DPI, Builders Warehouse (wholly owned subsidiaries of Osicom) and they produce great products. The market for networking products is very solid and is booming. Osicom produces higher-end networking components unlike, say COMS and CSCO, and hence are not well-known to ordinary PC buyers.

I will stick to the stock (and suggest everyone else to do so) with a solid expectation that NASDAQ will eventually recognize the company for regular listing, that IMO will emit a credible signal for FIBR to go up and up. The downside risk is very minimal in my judgement.

Good luck to all who are long in FIBR!

Sankar Acharya

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