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Technology Stocks : Osicom(FIBR)

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To: CH who wrote (5954)3/17/1998 9:06:00 AM
From: bill banks  Read Replies (1) of 10479
 
some thoughts on the recent spate of posts to this thread---

1. barry witz--to my knowledge barry continues to concentrate on managing his delicate medical problems and on his doctor's advice is spending most if not all of his energy pursuing long term solutions to his various health concerns. i would do the same if my doctor's scared me enough into believing that if i did not address issues that my time on earth would be very limited. do some research and you will see that he was a nyse attorney back in the 70's, and subsequently in private practice was quite active in securities litigation and possibly has been painted with the brush due to who he represented..

2. mob influence on wall st.- business week and other rags have written more than once about the sec and nasd investigating the street for corruption.. the nasd as a practice will look into all the co.'s that a member firm makes a market in whether the member is making that market to be long or SHORT.. TOLUCA-PACIFIC AND FIERRO WERE SHORT SELLERS...this obviously has been to fibr's detrement..only time will tell, and it is my belief that this has caused nasdaq to be very slow to respond to any listing change, and quite frankly i don't care if a co. is nms or regular way, the street will respond either positively or negatively based on the co.'s performance in sales and earnings not to the listing..

3. my concept of how fibr has tried to grow the co. is that after combining all the small acquistions of the past couple of years that they recognized that a good number of their products would become commodity type products and that they would continue to sell them in order to provide the resources necessary to develop the big-picture type of product offerings that they have today. so, where are we now? we have essentially 3 huge opportunities to become impact players and we will now see if fibr management has the stuff to capture serious sales and earnings.. HIGH RISK--HIGH RETURN-WE ARE HERE FOR THE GREEDY AND NOT FOR THE NEEDY--THIS IS NOT A STOCK FOR WIDOWS OR ORPHANS BUT RATHER FOR RISK TAKERS..

4. a few weeks ago i posted that i had some high level contacts at major corps. that need these types of products. the response that i got pleasantly susprised me.. a very major player in the field of copiers and document reproduction was totally blown away at the net+arm and their technical team is aggressively pursuing all of their suppiers to be certain that they are looking at this chip. i will post more as i get reports back from people that i respect whether they are positive or negative.

5. short sellers-- from time to time i am a short player and certainly have no issue with the shorts other than the fact that they are not subject to the same rules as the longs and therefore the playing field is not always level.

as always these are my opinions and i welcome questions and retaliations to my thoughts.
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