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Technology Stocks : Objective Systems Integrators - Check this one out! -- Ignore unavailable to you. Want to Upgrade?

To: Gary s Gilbert who wrote (592)	2/2/2000 1:44:00 PM
From: telecomguy	Respond to of 599

There is life on this thread! I read the annual report (a must for any long-term investor) and OSII has an opportunity right now that is truely exciting. I bought OSII a year ago at around $4 expecting to have to hold onto it for at least 2 years for big ramp up but they appear to have done a tremendous job repositioning/restructuring the company to put themeselves in the forefront of unified network mgmt and OSS applications. Unified (UMA) approach is the key here.........I am not sure who else can offer the breath and depth of tools to allow Carriers to manage the disparate set of network platforms from different vendor. The key here is that the Carriers are going to be less & less tied down to ONE vendor like NT, LU, or CSCO because of the breathtaking innovations in the network technology sector. With all the new players like Corvis, Sycamore, Juniper, ONI, and hundreds of more upstarts funded by Vencaps, the vendor landscape is going to get MORE complicated for the Carriers and this plays perfectly into the strenght of OSII who can unify and integrate multi-vendor network mgmt requirements. The other major trend that will push OSII into stratosphere is the Wireless market -- this is one hot market which is going to pull OSII along for a ride and if it's true that OSII has the only OSS solution for GPRS, that is truely going to position them well in the next few years as the Carriers plough billions of dollars to build broadband wireless network all over the world.

To: Gary s Gilbert who wrote (592)	2/3/2000 12:42:00 PM
From: Mahesh	Read Replies (1) \| Respond to of 599

Gary, Sounds like you made money buying in at the lows and patiently waiting and I did shorting at the highs. Good for you. Back in 1996 1997 timeframes, I had made the statement that the one reason NETExpert was not attractive was due to its speed or lack of and need for powerful processors. I had said at that point that as the processing speeds increase further and computing prices come down, NetExpert should start to look more attractive. While I have not seriously analyzed this company recently, definitely the computing price performance adavances have now swung in their favor. I now have a reason to analyze and see if this is a turnaround and there is room for more positive movement over the next year - investment opportunity. Mahesh