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

To: Bryon Bothun who wrote (10122)	12/2/1999 10:31:00 AM
From: steve worthington	Respond to of 10479

FROM RB- FWIW-Pontio Communications Company, Inc Pontio Communications Company, Inc. is a facilities-based wholesale supplier of high-speed transport, Digital Subscriber Line (DSL) and broadband network services. Pontio serves Network Service Providers (NSPs) including: Internet Service Providers (ISPs), Inter-Exchange Carriers (IXCs), Wireless Service Providers (WSPs), Competitive Local Exchange Carriers (CLECs) and Data Local Exchange Carriers (DLECs). Pontio currently operates a ubiquitous network in the Austin metropolitan area and will complete networks in the Dallas, Fort Worth, Houston and San Antonio metropolitan areas by early 2000. Pontio's networks in Texas will include colocation facilities in over 150 SBC central offices, connected by over 1,500 dedicated fiber optic miles. The company intends to expand nationwide. For more information on Pontio Communications Company, Inc., visit the World Wide Web at pontio.com newsalert.com PONTIO Partners Lucent provides customers with the world's best and most innovative communications systems, products, technologies and customer support, and to deliver superior, sustained shareowner value. (www.lucent.com) In North America, Tellabs' full range of access, transport and service enhancement solutions and products are used by local exchange companies, long-distance carriers, alternative service providers, cellular and other wireless service providers, cable operators and businesses. (www.tellabs.com) Cerent Corporation provides solutions for service providers to cost-effectively build and transition to data intensive fiber optic networks. (www.cerent.com) Fujitsu Limited is a leading provider of comprehensive information technology and network solutions for the global marketplace. Comprising over 500 group companies and affiliates worldwide. With world-class hardware and software technology in computers, telecommunications and microelectronics, Fujitsu is uniquely positioned to harness the power of the network to help its customers succeed. (www.fujitsu.com) AFC is committed to engineering visionary solutions - ensuring the UMC1000 platform remains compatible with all future technologies. Forming strategic agreements with other leading telecommunications vendors enable AFC to provide the interoperability needed with the leading technologies of the day. (www.afc.com) Siemens is the market leader in technology and electronics. Over 150 years of innovation has made Siemens one of the largest electrical engineering and electronics companies in the world. (www.siemens.com/en/home/index.shtml) Osicom designs, manufactures and markets integrated networking and bandwidth aggregation products for enhancing the performance of data and telecommunications networks. The Company's products are deployed to telephone companies, Internet Service Providers and corporate/campus environments to provide transport within and access to their networks. (www.osicom.com) pontio.com ragingbull.com

To: Bryon Bothun who wrote (10122)	12/2/1999 10:55:00 AM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 10479

Byron, Marcus has in draft form analyses for a series of fiber-related stocks including FIBR. Marcus recommended taking profits BTW for the time being on DIGL, and pick up POCI on pullbacks two other fiber-related stocks that the already listed at Audioinvestor.com. He likes FIBR and MTST a whole bunch in the optical "networking" segment (The "networking" part is still being hammered out by companies like FIBR, NT, JDSU,and MTST, etc.. part of the reason that this sector is attractive). The FIBR and MTST writeups along with some Swiss company whose name I cannot pronounce should be up in about a week at the Website. Go to audioinvestor.com then click on the "Features" Section. Starting the year with TLD and UPCOY, Marcus has made consistently good tech/telcom picks with an eye to comparable PSR and Price/Book ratios.... What we call value stocks with a growth component... IMO resistance on FIBR is at $20/share. When we clear that then the next resistance level shouod be the old 52-week high of $28/share, and then $46/share thereafter... If you saw Kevin Kalkhoven's interview on FNN CNBC a couple of days ago (CEO of JDS Uniphase) you'll know that the fiber optic product demand is strong in all three market segments per Kalkhoven- cross country or cross ocean (i.e., backbone), metro, and local consumers....And Mr Kalkhoven sees demand strong in all three market segments way out into the future.... I also personally note that the wireless boom will feed more data back into communications systems that will then also require more fiber optics to move this batch of data too.... Another bullish factor....And FIBR has a couple of products that should sell nicely into these markets....