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

To: Shivram Hala who wrote (10207)	12/14/1999 6:53:00 PM
From: Brian	Respond to of 10479

Were the earnings that great to bring the price up(NO!), or was it this deal that has increased the price? IMO there was more interest in the financial backer and the related sorrento IPO than in the earnings during the conference call and earnings release. brian ps. I am starting to think that the 1.2 million short shareholders are getting worried. I sold a large portion of my FIBR in anticipation of a short attack, but they have not been able to muster anything so far. We had a rehash of the 1994 report on Witz and the MOB(gggg) and now this hatchet reporting job. It is looking better and better for those faithful FIBR shareholders. I keep waiting for the "uhhhgly news" that AURIC had eluded, but it seems that there is just more and more good news coming from FIBR.

To: Shivram Hala who wrote (10207)	12/14/1999 7:53:00 PM
From: Dennis G.	Read Replies (2) \| Respond to of 10479

Relax Shivram. Read the 13D yourself. I think you will feel better about the deal. The situation with this stock is not that complicated. For years the company has been chronically and severely devalued because of the perceived and/or actual incompetence of the management. And for years the management either refused to admit that or, if they did, to do anything about it. It is a hard thing to admit that you are the problem. But to their credit, they have done so, not by words, but by actions. That is what this agreement is ALL about. It DIRECTLY addresses this problem and commits the company to getting it, or at least the best part of it, into the hands of quality, respected management. This is what the institutions have demanded before they would ever invest in this company. Until now, "institutional support" has been a contradiction in terms. IMO, it is NOT a coincidence that institutional buying did not occur until AFTER this agreement was signed. Again to their credit, the present FIBR management has set itself on an path to correcting this most fundamental flaw in the company. IMO, it is totally understandable then why this should have been so positive to the share price. And as long as they stay on this path, it should continue to be positive. You can expect the shorts to continue to attack the company and it's associates. But IMO, these will only result in temporary setbacks. You can even use them to your advantage. But take your time and think well before you take any action. Dennis