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Technology Stocks : Osicom(FIBR) -- Ignore unavailable to you. Want to Upgrade?

To: J.R. who wrote (10083)	11/13/1999 1:14:00 PM
From: Joe Wagner	Read Replies (1) \| Respond to of 10479

"After 36 years at Bell Laboratories, including three years as director of the legendary research center, Nobel laureate Arno A. Penzias has retired in California. There, he serves as an adviser and investor with blue-blood venture capitalist firm New Enterprise Associates, offering his insights into telecommunications and other technologies. Dressed in a red sweatsuit in his San Francisco home, Penzias shared some of those insights with BUSINESS WEEK's Andy Reinhardt, while cargo ships plied the bay outside his picture windows." Message 11902466 Q: So what is the hottest area you are looking at now? A: I'd say metropolitan area networking. There are lots of companies making gigabit Ethernet equipment, and on the other side, outfits like Global Crossing (GBLX) and Qwest (QWST) that have huge data pipes. But people don't understand that these two worlds don't connect very well today. It's the part of the python where the pig is stuck. So I'm looking at a portfolio of companies that are taking a fresh look at how to weave together these two worlds. Companies like Mayan Networks, LuxN, Astral Point, and Quantum Bridge. They're throwing electronics at the problem, collapsing everything together to improve the connection between local area networks and the backbone. My comments: It doesn't mention OSICOM, but, OSICOM's DWDM and EPC products are perfect for the Metropolitan markets. The hottest markets!