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

To: Stephen L. Smith who wrote (3679)	12/21/1997 4:38:00 PM
From: David Pawlak	Read Replies (1) \| Respond to of 10479

Stephen- First of all, I'm certainly not giving any Osicom employee any advice about what percentage,if any to drop into their stock. I said: "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" You said: >>Even 10 to 20 percent would be way too high, unless you want to gamble with, instead of invest, your retirement capital.>> Well, when you consider many small 401K plans only have about 5 options, spreading assets out equally amongst them would be about 20% into each one of them. And probably 2 of those options would be cash or near cash equivelents like a Treasury Bond Fund, which any financial planner will tell you to put very little into if you are a young investor (20 - early 40's)which many Osicom employees are, unless you just want to keep up with inflation. Consider also, that insiders are privy to information that we don't know and will give them a definate advantage over us or any other investment alternative. As for 1 year ago, assuming I was to give advice, it would not have been to drop 75% into it. You'll say, "sure, hindsight is 20-20". Well, I'll respond by saying that I didn't put 75% of my own cash into it at those levels...it was more like 20 - 30% back then and now it is above 60% of my investable capital. To me, the writing is on the wall and they couldn't make it much clearer... Record backlog, IQX-200 selling for the first whole quarter (and selling well from what I hear), Net Arm starting to sell this quarter and Gigamux in beta trials with significant revenues likely starting in Q1, stock buyback program, gross margins improving, more concentration on balance sheet issues like DSO's, etc. The stock is down for the reasons I've stated a few posts ago IMO. To me, the bottom is very near. The sum of the parts of this company are far more than the whole and there seems to be little downside from here and a tremendous amount of upside. Do some research into the technologies this company offers and compare it to competitors and you'll see what I'm talking about.