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Technology Stocks : Osicom(FIBR)

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To: Bryon Bothun who wrote (7054)5/31/1998 11:06:00 AM
From: Optician1  Read Replies (1) of 10479
 
Part 2-

2. Osicom has 21 pilot tests on the Gigamux! Hello!!! Anybody out there want to argue about that and the value of Brooks/Worldcom as a leader who is almost through the process, IMO. Another $billion dollar
market segment with NO ONE else having a short haul product....Ciena admitting their product is "targeted" for end of year, Cambria having some real problems IMO, Lucent without a product....21 companies testing a production ready product that now is ramping from 16 channels to 32 channels. Look at the trade shows over the next month...check it out yourself....NEC checked it out! FORE checked it out! Watch SuperCom in Atlanta!!

3. IQX...now that the focus of Osicom is on sales and marketing as conveyed in their conference call, and Renn is on board with specific strengths on selling not only to RBOC's (for Gigamux) but also in training telecommunications professionals in other sales areas...look for some early impact, I do. IQX not only won best value but they are not sitting still with this product. It could have a sales target a couple of years out only in the hundreds of millions instead of billion+....
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