Osicom(FIBR) Message Board

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Technology Stocks : Osicom(FIBR)

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To: Jeffrey Thompson Hunter who wrote (520)	2/4/1997 9:48:00 PM
From: Roger Brown	of 10479

Another solid day considering all of the other networking stocks.........So the CSCO numbers are out and they indeed do look very good fundamentally......Amazingly, the company has an ~ Return on Equity of 35%.....Very High.......and margins kept at 65% (the same as ASND and CSCC)........So i was compring 3 of CSCO adn FIBR's ratios to make them equal to CSCO and here's what i came up with.......For FIBR to achieve the same Sales run rate it would have to be priced @ $98........For it to have the same Book Value multiple (12.5X), It would have to be priced @ $40.........and for it to have the same Annaulized PE from the last reported Q it would have to be $18........And we closed today @ $11.125.....Hmmm.......Just a few numbers that i thought were interesting.....as long as FIBR contunes to grow as BI apparently has stated the $51 seems to fall in line somewhere at TODAYS CSCO numbers..........Downside risk and upside potential......getting to be more one sided the more i look at it (of course i felt that 2.5 months ago also....but the wait was worth it to date)......

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