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


To: lisa who wrote (3412)12/8/1997 10:50:00 PM
From: Mark[ox5]  Read Replies (2) | Respond to of 10479
 
I know 2 of the names they mentioned as printing companies, Peerless and Xionics.. they are both well respected and decent stocks themselves as I had researched both in the past. Someone on the conference call had mentioned 2 more names but I couldnt make it out very well.

P.S. Who is Fiero and why is it making everyone laugh that he got cut off? Whats the inside joke im missing. =)

P.S.S. I thought it very interesting how Par responded to the "competition" question.. i.e. especially something along the lines of we dont consider Cisco to be a competitor but instead a technological leader who paves our way. Probably read way too much into the way he was almost reverant about Cisco but it seems Osicom has the technology in some areas other larger co.'s would want badly, but lack the sales force and distribution channels of already established companies. (yes, they are working on it I know) Who knows, at some point it could be a viable buyout candidate as long as they keep their lead in their specific NICHE. But hopefully not until their stock reaches a lot higher price. Plus its worrisome when the market only attaches a $20-$30 price tag on established networking co's such as 3Com, Ascend, etc.... then again look at Yurie Systems (YURI). They have a NICHE and they are a leader in it.. they had a heck of a run up earlier this year. (talking out loud) *grin*

-Mark