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Technology Stocks : Osicom(FIBR)
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To: WebDrone who wrote (8858)1/4/1999 1:14:00 PM
From: Bryon Bothun  Read Replies (1) of 10479
 
>>Osicom ahead of CIEN's Metro Firefly?<<

This is a good example of the problem defining the market. The Firefly is ready, but not what the market wants. the Firefly is a short-haul, but not necessarily a metro, product. By that I mean that is does the same thing as their long haul but with less amplification (and cost). The market is not quite sure yet if it wants a Metro that functions like a long-haul or something else. The Gigamux is something else, and is ready, but again we're still not sure if the market wants it. I think that is the whole Long-Short debate in a nutshell. I'm long (and also not above rooting for the Pack, as I was yesterday).

Bryon
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