SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Osicom(FIBR)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: craig crawford who wrote (6390)4/8/1998 1:20:00 AM
From: Dennis G.  Read Replies (1) of 10479
 
I don't know who has been saying that short-haul is more "complicated" than long-haul but I sure wouldn't make that statement. Basicly they are the same thing. Long-haul just includes necessary amplification.

There are of course differences if it's designed for point to point or for multiple connections. There are surely other factors too.

It really depends on what the product is designed to do. I don't think anybody will put out one product that covers every possible situation. That would mean everyone would end up paying for excess capability. There could very well be "niche" markets that FIBR could tap and be very profitable for them even if the "big guys" grab the lion's share.

I think you are right that the short-haul market has not yet come on. But this means that FIBR has as good a shot as any in getting some of the business. And it won't take much to improve the share price. Are you really saying that FIBR will never sell any DWDM products?

My feeling is the stock is at 4 bucks because everyone has discounted their ability to compete. The market doesn't "expect" FIBR to succeed. Which means that the price has a lot of bad news in it. If they do manage to grab some DWDM business, it would likely be very positive for the stock.

Dennis
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News