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

To: craig crawford who wrote (4610)	1/23/1998 3:58:00 PM
From: James Strauss	Respond to of 10479

Higher Backlog... >>>I seem to recall FIBR saying in their last 10Q that they had a backlog of around $20 million.<<< *********************************************** Craig: At the end of Nov the backlog moved up to 27 Million... We should see that backlog increasing in the December and forward months as their product demand is picking up... Jim

To: craig crawford who wrote (4610)	1/23/1998 4:13:00 PM
From: David Pawlak	Read Replies (3) \| Respond to of 10479

>>I seem to recall FIBR saying in their last 10Q that they had a backlog of around $20 million. If they are running at $125 million per year in sales that's not even 1 quarters worth. Correct?>> As your buddy Kramer would say.... WRONG!!! Do a little more research pal and you will find out that a very large portion of their current revenues comes in on a day to day basis and is not inclued in their backlog. In fact, I beleive that their prior record backlog was something like $11 or $13 million and that quarter they reported about $33 million in revenues if memory serves me correctly. Have you thought that maybe the 3 major products that they've been developing over the last 15 months are starting to sell, hence the jump in backlog?