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Technology Stocks : Osicom(FIBR)
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To: CMS27 who wrote (8850)1/4/1999 12:03:00 PM
From: Bryon Bothun  Read Replies (2) of 10479
 
>>Cambrian Systems has been considered a player with quality technology that was simply out ahead of the marketplace by a year.<<

I'm not sure if this means they are ahead of their customers or the competition. One of the knocks against Osicom was that there was no market for Metro, so who cares if they have a product. I think Nortel is claiming Cambrian is ahead of the competition (meaning FIBR) but everybody likes to claim that. I think many of the big boys discount Osicom and are really just talking about each other when they view the competition. Osicom claims to be 6 - 18 months ahead of everybody else and everybody else is claiming to have a product that WILL BE ready sometime this year. Osicom has some small sales already so their product is clearly "ready", the only question now is if it is good enough. The Cards will certainly be "ready" for the Vikings this weekend, but I think (hope) they are just not good enough.

Bryon
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