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Technology Stocks : Osicom(FIBR)

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To: Afaq Sarwar who wrote (5984)	3/18/1998 11:47:00 PM
From: David Pawlak	Read Replies (2) of 10479

Afaq- I wish I could discuss that issue in more depth, but I'm really not allowed to for competitive reasons. I will say this though, in my model, I have Gigamux GMs going down in Q4, as I expect significant competition to appear. I have IQX GMs going down 1% per quarter starting in Q2 (although they have priced this product significantly lower than a good portion of the competition, so fibr may not have to lower their price very much, if at all). I have the Net+Arm ringing in with unchanged GM's in Q3 and Q4 because of no competition (In fact, these GMs for Net Arm may increase in reality as economies of scale are reached).

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