John- In regards to the comment about not telling you who the OEMs were that caused the revenue shortfall... Osicom management, and I as well, felt it would not have been in good taste to discuss their customers' internal problems (especially since they put the food on the table). To name the company would be saying that company "x" was having problems, causing potentially unnessecary relationship problems between them and their customers, even though those issues are now resolved and behind us now. If I were a customer, I certainly wouldn't want my supplier broadcasting my problems which would alert competitors to possible weak areas, delayed deployment or a change in strategy. If it is really that important for you to know, call one of the guys on the confernce call from Osicom and they may give you more details.
Charles, according to Bloomberg, FIBR IPO'd 1.4 million shares at $6.75 via Sherwood Securtities in June of 1987. Some of the companies that they acquired have been around much longer than that.
JohnT- I'm not sure who MCI uses as it's DWDM supplier. The article
describes long haul DWDM transmission, and not short haul which Osicom's Gigamux addresses. CIEN supplies WCOM and they are buying out MCIC, so I think MCIC could be using CIEN's in the future... we'll see.
BuzzVA- As far as I know, the Gigamux is the only product that addresses Fibre Channel at this point. There could be more that I'm unaware of.
Burn'em- Basically, it seems you are questioning FIBR's stated
backlog. So what you are suggesting is that they are willing to get
slammed with shareholder lawsuits and possibly end up behind bars for a reason I'm not quite clear (to increase the stock price? Yeah, that worked!!), all at a time when they are under significantly hightened scrutiny from the investment community. If they really wanted to protect their share price by the means you have suggested, don't you think they would have juiced up last qtr to show a gain some how? Get Real and LETS TALK FACTS and not your imaginary schemes! |
