Craig provided a very comprehensive picture and then I did my own DD.
Yeah, right. Craig decided FIBR was a short based on "the tape" and a libelous article in Barron's. His due diligence consisted of looking at one 10-Q. You posted this morning that you hadn't looked at FIBR, and yet now you've had time to do your own DD. Right.
I'm sure in a few hours you've been able to study all the technical articles on techweb.com , as I've done; and you've been able to attend stockholder meetings, as Scott has done; and you've visited an Osicom factory, as David has done; and you've spoken with people who work in the network server field, as Barb and others have done. Right.
You don't have an interest in FIBR, yet you're drawn to post here. I'd be worried too, if I were invested in the companies you like. LU is a big lumbering giant, with engineers that couldn't design their way out of a paper sack. And as for COMS, that's a company for girlie-men. Their US Robotics subsidiary made a big deal out of 56K modems, which were only slightly faster and weren't worth the added cost. Now they've rolled over and died, and the real explosion in modem technology (xDSL) will be won by Pairgain, Westell, or Aware. I'm surprised that COMS doesn't paint all their products hot pink.
You should take your money out of LU and COMS and put it under your mattress -- it'd be safer.
Just my opinion. |
