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Technology Stocks : Osicom(FIBR)
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To: tbonenyc who wrote (6336)4/7/1998 11:27:00 AM
From: craig crawford  Read Replies (2) of 10479
 
Looks like this might throw a little reality in the way of FIBR promoters. If Osicom has such great engineering talent and long-haul systems are less sophisticated than short-haul, (as Mr. Pawlak would have you believe), FIBR should have been selling long-haul systems while the short-haul market was developing. Looks like their "siginificant lead" in the short-haul market is meaningless. CIEN just announced a $13 million DWDM contract today, where are the FIBR contracts?
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For others, such as WorldCom, the decision is not as cut and dried. "With the acquisitions of MFS and Brooks, WorldCom is still trying to understand what the local environment is," Mr. Baker said. "We're trialing DWDM this year, but we're six months away from a decision as to what level of deployment of DWDM we want for local networks."

techweb.com
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