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

To: Scott Ozer who wrote (3416)	12/9/1997 11:50:00 AM
From: Ed Zhao	Read Replies (1) \| Respond to of 10479

If FIBR can deliver that, the stock price will be $20 then. Why not wait until some of this client decided to buy from Osicom, instead of from LU, CIEN, Pirelle, Nortel. The odds is still to low to justify buying at this time! XZ A former FIBR investor!

To: Scott Ozer who wrote (3416)	12/9/1997 8:02:00 PM
From: Rodrigo Rocha	Read Replies (1) \| Respond to of 10479

Scott, you left three big things out. First, Selling and Marketing which during the last quarter were a horrendous 19% of revenues. Second, General and Adminstrative expenses which last quarter were a dissmal 21% of revenues. Third, R&D which were 8%. I didn't include taxes because there wouldn't be be any. I am long this stock, and I would like to be longer, however I am very concerned with the Managements ability to run a profitable business, after reviewing the quarterly's report which I didn't have until this morning. I believe that it is this issue which is depressing the stock more than anything else.