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


To: Mama Bear who wrote (3395)12/8/1997 6:04:00 PM
From: Roger Brown  Read Replies (1) | Respond to of 10479
 
Management stated that they have not bought any shares back recently....Said they were waiting for an "advantageous" time...What kind of rpice are they looking at paying over the counter?? Less than the current price or else why not go aheasd and use up cheap resources now which should look soon like a very inexpensive way to help finance the company....

David...Glad to hear your questions near the end there...

Commenting on the backlog...85% of $27 MM is $23 MM for December and January....Then add on just a third of the past Q ($7.8 MM) and we'd hit revenues of $30.8 MM this Q...Sure, I'd expect it to be higher yet it looks like Q3 was the turning point....

To think that they hit the same gross margins with much less revenue...gives us hope going forward about what those could be with larger volume!!!

Do we think $45 MM could really hit as hinted on the call by Q1-Q2???

Anticipating stock action tomorrow...Especially thinking about reaction to the new backlog number $7 MM more in just 1 month...

Roger



To: Mama Bear who wrote (3395)12/8/1997 6:09:00 PM
From: lisa  Read Replies (2) | Respond to of 10479
 
I'm with you Barb, I may even go back on margin (3.00 is the minimum a t PT discount).

Par sounded very professional, relaxed and focused.
Gorman sounded very Objective, pumped up, focused, amusing and professional.

I don't see any downside from here, Osicom will be a major "honey hole" from here!!!!