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

To: Afaq Sarwar who wrote (4656)	1/23/1998 9:28:00 PM
From: Stewart V. Nelson	Read Replies (4) \| Respond to of 10479

Afaq You cannot for a minute imagine that Cisco is going to buy FIBR, what would FIBR possibly have to offer to CSCO or anyone else for that matter? Have you not read any of their SEC filings? Don't get blinded by how big the markets are that they are selling into. If you were a manager at at an RBOC would you buy from a company with a balance sheet like FIBR's? Think about it! regards Stewart V. Nelson

To: Afaq Sarwar who wrote (4656)	1/23/1998 9:35:00 PM
From: Scott Ozer	Respond to of 10479

Well, if it was a cash deal at 30, the stock would rise above 30 because of the shorts scrambling to cover. Stock would be different, they would have to deliver it but I doubt it would rise above the 30 value. I don't look for a deal like that right now cause I think it would be a hard deal to sell to csco shareholders buying a company 5.5 times the current mkt price. Later as the products gain accpetance and distribution is established or they take some small equity part and gain a toe hold would make it easier in the long run for them to pay up. If we ever learn how much Volpe values the parts that would be a clue to the total value or 3 time revs (3 * 216 projected = 648 / 20MM = 32 a share!!! oh got to go and take a nitro pill just thinking about this)