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Technology Stocks : Osicom(FIBR)

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To: Dennis G. who wrote (8637)12/9/1998 9:15:00 AM
From: CMS27  Read Replies (1) of 10479
 
Those of you keen on doing research and in the know of what the Osicom is doing might want to find out if Osicom competed for this particular work. I think the answer would be quite telling.

Notice the comments of the customer, Lucent is "experienced". You think the FUD of the internet posters is bad? Imagine the FUD LU can sling at a sales meeting. Notice Wavestar is is used as a regional system? No they did not say metropolitan but is there really a difference?

The bright spot for Osicom is that this is evidence that the market is opening up and customers are beginning to buy WDM for regional use. Admittedly Osicom doesn't need to win a whole lot of cotracts to improve business, but they probably face some tough competition on each job. With a major hurdle being any sort of support software. If LU or other suppliers have management software that monitors all system hardware or controls the entire network at once, that's a good selling point and it makes it hard to throw in an oddball component.

Disclosure: sold FIBR and bought LU

biz.yahoo.com

Lucent Technologies Signs Optical Networking
Contracts With Service Providers In Europe And Asia

Lucent's WaveStarâ„¢ optical networking product family is a global platform for flexible and cost-effective network
transportation, and is optimized for diverse services that span access, junction, regional and long distance communiations.

''Lucent's DWDM optical networking system will enable us to cope with the fast-growing demand for data and voice
networking services,'' said Paul Smits, member of the board and chief operation officer, KPN. ''Lucent is an experienced
supplier that knows how to design, build and manage high-capacity networks, and is offering KPN a complete solution so that
we can provide both our customers and new operators with the sophisticated, high- speed communications they demand.''

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