This note is in 3 parts as I keep getting knocked off of AOL (another reason for Osicom products to penetrate ISP's !)
Part 1-
I have read all of the announcements of late and listened to the conference call recording. The reasons for my long term investment in Osicom and their exponential growth for the second half of this year and next year (and further on) are, IMO, not only intact but enhanced.
Having added to my already large position at 2 15/16 on Friday I feel that we will see substantial value enhancement sooner rather than later (but never soon enough for the traders....and never soon enough to shut off the spout of negativity from this board's dark side):
1. Volpe's work that begun late last year is becoming apparent and I agree with their approaches so far. They, IMO, advised the positioning (IPO) of the Net+ARM/DPI division to not only raise capital needed to go after a $ billion+ of revenue (hey folks, if you are in business, think about what you would need to invest now to go after only a few million more of sales....trade shows, travel, prototypes, media costs,
legal fees for agreements, etc.) but set it up to me managed by Pete Petersen a most respected manager/leader/developer who presently, IMO, successively runs a profitable company (pre-Net+ARM). Sure there is share dilution but so what? You want a smaller part of a billion dollar company or the present? |
