<< The IQX sales are starting to kick in big time >>
How do you know? Last time when asked, Osicom said that some of the configurations of the IQX that were shipping were more expensive, but they dodged the question of whether or not they were selling more units.
<< Net+Arm should contribute a million or so IMO >>
In the CC Osicom said they expect to ship around 50,000 this year and that won't happen until later in the year. 50,000 times $32 only comes out to around $1.6 million, hardly enough to amount to much, and it won't contribute to this quarter.
<< and the Gigamux has been selling to smaller customers at a decent rate >>
It has? Like who? In the CC when asked how many Gigamux's were sold to RTC, Par dodged the question and started talking about modules or links or whatever terms he used. He never said that Osicom had sold more than one Gigamux.
<< A couple of positive earnings growth may get the attention of wall street regardless of the hyping of our new products. >>
Osicom's problem is not a lack of coverage from Wall St., it's a lack of performance. Considering all the potential dilution and debt that Osicom has, and it's poor track record, FIBR is overvalued even at the seemingly low price of 4 1/4 per share. |
