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Technology Stocks : Osicom(FIBR)

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To: David Pawlak who wrote (3449)	12/10/1997 10:14:00 AM
From: John D. Morrison	Read Replies (1) of 10479

RE: Osicom Management, and I as well, felt it would not have been in good taste to discuss their customer's problems. That's a reasonable argument, on the surface, but I think that a company in Osicom's position should be more concerned about the appearance of hiding things. After all, the factors causing the order shortfall are probably matters of public record anyway. Unless some of these customers are closely held private companies. But it's not really vital that I know their names, just if they are Asian companies or not, and that's from the standpoint of the current Asian financial crisis. I do think you hit the nail on the head in your reply to PT. Does Osicom really need to indulge in fraudulent tactics at this point? I think not. John

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