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Technology Stocks : Osicom(FIBR)
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To: Eddy Blinker who wrote (6080)3/20/1998 7:17:00 PM
From: craig crawford  Read Replies (1) of 10479
 
Ok Eddie, let's say for the sake of argument that Osicom's WDM product is placed on the approved product list at Brooks. So what? What good does that do if they don't want to buy any? You can bet that if Brooks has purchased any significant amount of WDM products from Osicom there would be a splashy press release, right? I would want to see one if I was an Osicom shareholder.

Eddie, tell me why Brooks hasn't made any significant purchases of WDM product from Osicom if the market need for such a product is so great. If they liked it and it worked well, why wouldn't they be on a fast track to deploy it in their networks? Why wouldn't Osicom be seeing huge multi-million dollar orders?

This board likes to compare FIBR to CIEN but there really is no comparison. CIEN is rolling out their Multiwave4000 product and they already inked a 3 year deal with Sprint. The first year alone is valued at over $100 million. Furthermore CIEN just announced it's first contract (a multi-million dollar deal) with a CLEC, GST Telecom. CIEN has also secured Bell Atlantic, the #1 baby bell.

Osicom's WDM product was introduced 11 months ago. If the market demand is so great for their products how come they have only had marginal sales to date? Seems to me that CIEN, LU, etc get contracts as soon as their products are rolled out.

What's the hold up Osicom?
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