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

To: scope who wrote (3666)	12/20/1997 11:22:00 PM
From: Area51	Respond to of 10479

Hi scope, Thanks for coming back, I thought they already ran you off the thread for making comments that were not entirely positive towards Osicom. Actually I think it's good to have a vested interest in your employer, at least the company match in company stock IMHO. Actually, I have invested in this company based on Bi-Research and David Pawlik but I think it's important that investors not run into this one with rose colored glasses thinking that everything is rosey here. Best Regards, Garry

To: scope who wrote (3666)	12/21/1997 11:30:00 AM
From: David Pawlak	Read Replies (3) \| Respond to of 10479

<<Even a fool knows that you don't suppose to invest 401K money at your place of work.>> Try telling that to the millionaires at MSFT. Working for a company that allows you to invest in their stock via a 401K plan gives you a clear advantage over other investment vehicles, and leads me to totally disagree with your statement. Think about it... Working within a company, you will know: How a quarter is going by seeing how much product is being shipped, how much is being booked, and if the inventory channels are being stuffed or not. You would know first hand how products are being accepted and what the quality is. You would konw who the current customers are and who the potential customers and if follow on orders are possible or likely. You would have knowledge of future block-buster products in development that we don't even know about. If things change for the worse, most employees would be able to sell out their postition quickly (assuming the plan provides), likely before the street senses trouble. Comparing LTV to Osicom is unfair. If the employees didn't see it coming,then they have only themselves to blame. They should have seen the writing on the wall before the street did. If I were an Osicom employee, I would be dropping at least 75% of my 401K holdings into the stock. That's just me... I tend to be rather aggressive in what I believe in. I would guess that most of their employees are more like the normal population and are risk averse and would probably just drop 10 - 20% into the stock. Using $6 million as the base assumption for the 401K pool, we should see about $600,000 - $1,200,000 worth of buying coming in over the next month or so for the 401K plan.