Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Fastcomm FSCX (6 1/8), base now complete. Big Upside. -- Ignore unavailable to you. Want to Upgrade?

To: Johnathan C. Doe who wrote (388)	12/8/1997 5:14:00 PM
From: Alan Aronoff	Read Replies (2) \| Respond to of 802

I strongly agree. Either FSCX makes a significant OEM deal soon or it's over. Reseller agreements just won't cut it. Not with MOT, ASND, COMS, CSCO as the competition. FSCX's interest in doing another dilutive private placement (see PRE 14A filing) should be a serious concern to current shareholders. A private placement after contract announcements to finance ramping of production is great. When it occurs in conjuction with no significant positive news and at an already depressed market cap, look out below. NUKO 101. And how about the SEC investigation as reported in the last 10Q? On the TA front. FSCX continues to bounce off $4... the wall gets a few more bricks. Who is going to step up and buy this stock at $4 without a signed multimillion dollar deal? Ummm not me.

To: Johnathan C. Doe who wrote (388)	12/9/1997 12:34:00 AM
From: gary althoff	Read Replies (1) \| Respond to of 802

Correct me if I am wrong, but isn't Ascend selling frame relay switch and FSCX selling frame relay access devices (FRAD). In othter words, remote FSCX devices talk to central Ascend devices. Kinda like network cards talking to hubs. Why is FSCX becoming a niche player in the FRAD market? And as you point out, via consolidation, they might make a good addition to someone (of the big boys) that wants to provide an end to end solution. Gary