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Technology Stocks : Osicom(FIBR)

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To: Mohammad Khan who wrote (5674)	3/5/1998 9:46:00 PM
From: craig crawford	Read Replies (2) of 10479

<< The company just turned its Q-Q revenue & earnings growth from negative to positive... >> The company reported it's second straight quarter of year over year declines in revenues. (maybe more--2 is as far back as I have checked) How you are putting a positive spin on that I do not know. << It has cash, a good credit line... >> If the company had one dollar they would "have cash". Look at the report: ASSETS.......... ..........................................January.31.........................1998...........1997 CURRENT ASSETS Cash and equivalents................................................. $ 1,912 .....$ 4,055 Restricted cash..............................................................2,159.........1,744 Now does that look encouraging to you? << It has a good set of orders for NET+Arm chips/products >> FALSE. They said "design wins". They also said it could take 7-9 months before "design wins" are incorporated into products and they start receiving orders to ship. My take? Don't expect to see any real revenues from Net+Arm for several months. << It has a backlog of $22M.. >> Isn't this down from the last Q? Wasn't the company and people on this thread championing the great backlog last quarter? What did it amount to? A drop in sales and paltry "earnings". << It has a time lead of some quarters in both NET+Arm and Gigamux type of product lines.. >> If you ask me they tried to make listeners believe that there was no competition in the short-haul market, with the possible exception of IBM. I don't think that's the case. << All three new product linese are going after $4Billion+ market each... >> Yeah, and if I start a company that sells a diet protein drink I suppose I'm going after the $50 billion dollar weight loss market. So what. Osicom has sold products for years in "billion dollar" markets and they still manage to lose money every year.

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