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Technology Stocks : Osicom(FIBR)
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To: Bryon Bothun who wrote (7054)5/31/1998 11:45:00 AM
From: Optician1  Read Replies (1) of 10479
 
Part 3 -

4. The Far East issues and potential. Just as the IMF has been working on the Thailand, Korea, other country issues for a long time it is reasonable to expect that Osicom is working on their Far East issues and potential. Everyone knows the ISO-9001 China factory is subject to production swings and companies like NEC has substantial manufacturing needs in China. Common sense tells me Southeast Asia is in a turnaround mode (not pretty necessarily) and that Osicom's issues there are also being addressed. An ISO-9001 factory has a value and this one produces products with virtually no defects. More important, ABCN controls for 30 years geosync satellite slots over Asia...Osicom is not only a minority owner but has the contracts to build the up-link/down-link/ground networks for it. Consider the above and George Soros who made $billion betting agains conventional wisdom (I'll bet he doesn't rely on these boards for his guidance) became an investor in a low-flying satellite project over Asia last month. BTW any reader who knows satellites knows that the geosync ones can only be located at 2 to 3 degree spacing and command LARGE monthly rentals for their channels as they are more powerful and capable than low flyers (and for other major reasons). The other investors in the low-flyer project I believe added a total of $200 million to thier investment. Everyone on these boards seems to have forgotten ABCN!
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