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

To: Scott Ozer who wrote (4376)	1/21/1998 8:41:00 PM
From: Ploni	Respond to of 10479

Cisco has ten times Ciena's market cap, so it would certainly be within range of their buying power. Osicom still only has 1/50th of Ciena's market cap, so Cisco could buy us out with petty cash. It seems strange to say "Ciena or FIBR". Cisco could buy both! Of course, it's only a rumor ... What is the Forrester Report? Are they knowledgeable? Respectable?

To: Scott Ozer who wrote (4376)	1/21/1998 8:55:00 PM
From: Mohammad Khan	Respond to of 10479

Food for Thought.. It does make a lot of sense for Cisco to buy FIBR... If they want to continue to expand and lead... The question is at what price... Based on the telecom/connectivity technologies FIBR is already leading with... NET+ARM (more products to announce), GigaMux, and the next generation of remote access controller (IQX), and some other smaller nifty products... I believe, the valuation could not be less than $480Million. I don't think it will be a bad deal for CISCO to buy FIBR for 8 Million shares swap deal... At 16 million shares outstanding for FIBR, this means $30+ per share.... IF CISCO does not buy FIBR.. We are surely going to see the next generation of ASCEND in the form of OSICOM (FIBR). However, going after a much bigger size of multiple markets: - ISPs - they do need additional bandwidth - Telcos - Businesses like Banks and other large corporations in the need of higher data bandwidth with their other office locations - Printer manufacturers. The list is already long here... - Remote installation device manufacturers like utility meters - Satellite (?) based applications in Asia Figure it out....Why is the $480M number nothing for a company like OSICOM (FIBR). If it does not get bought out, and if it does execute, and if it does not mess up... this could be another billion $ company... like I said earlier : the next generation of "ASCEND" Just a snapshot of what could be possible...