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

To: Afaq Sarwar who wrote (10144)	12/3/1999 12:17:00 AM
From: Suresh	Read Replies (2) \| Respond to of 10479

Well.... let me put it other way... show me a company whose revenue growth is in single digits and hitting new highs in the same sector? >Number of customers is another measure, with Osicom now with 18. Well... I assume all the customers were not acquired at the same time. So, if that is the case.... single digit revenue increase with increasing customer base doesn't say too much about the company products... does it ?

To: Afaq Sarwar who wrote (10144)	12/3/1999 1:52:00 AM
From: SteveG	Read Replies (1) \| Respond to of 10479

<..Can you name another company that has even half as many customer for their metro DWDM product line?..> FIBR's closest competitor in this space (who is not that close) is CIEN. M-DWDM growth is nascent but expected to explode. 2 of the 3 major cables are currently using FIBR (we know MediaOne and we "understand" the other is TCI). CIEN has a market cap of ~$6B SCMR has a market cap of ~$17B FIBR has a market cap of ~$200MM (with about $100MM representing NSIL shares) Sorrento's DWDM solution is up to 30% of competitors price (70% cheaper) with greater functionality, and will likely IPO within ~3 months.