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Technology Stocks : Osicom(FIBR)
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To: CMS27 who wrote (6626)4/30/1998 3:09:00 PM
From: Grantcw  Read Replies (1) of 10479
 
Scott,

I agree with many of your thoughts, if not all of them. I'm also banking on the Gigamux to really start this stock off and running as I'm not so sure about the Net+Arm's continued competitive advantage. Logically, I think that other companies can copy the Net+Arm pretty easily, but if that is true I wonder why they haven't. That and the fact that they already have 12 design wins makes me just confused about the viability of the product.

I hold a small position right now that I bought a few weeks ago, and I'll give you my reasoning for holding in the near term. Osicom was profitable last quarter and I don't predict a lower EPS next quarter. The IQX sales are starting to kick in big time, Net+Arm should contribute a million or so IMO, and the Gigamux has been selling to smaller customers at a decent rate. All in all, there will be a few more million in high margin revenues hitting the Income Statement. A couple of positive earnings growth may get the attention of wall street regardless of the hyping of our new products.

See ya,

Grant
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