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Technology Stocks : Osicom(FIBR)

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To: David Wise who wrote (8238)9/8/1998 9:58:00 AM
From: David Wise  Read Replies (1) of 10479
 
It also occurs to me that the average initial investment for the 2 U.S. companies is about $275,000 each. I think this tells a couple of things: 1) the length of time under evaluation is very much justified when a company is spending this much for new, technology. They can't just check out another company's satisfaction based on experience, and 2) Osicom is for real.

When, after long evaluation, companies are starting to spend over $250,000 on one product line, and some will go way over this, it's time to acknowledge that some people were wrong who said they didn't have a real product. I'm looking forward to the joint announcement due out today or tomorrow naming one of their new customers and hopefully talking about future potential sales to them.

Sure would be nice if WorldCom does the same before too long! After all, Brooks Fiber was one of the first to start evaluating.
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