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

To: Stewart V. Nelson who wrote (4658)	1/23/1998 9:34:00 PM
From: jinyao	Read Replies (1) \| Respond to of 10479

<<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?>> If they do have good new product with a big market, I will, Their balance sheet is nothing to a big company.

To: Stewart V. Nelson who wrote (4658)	1/23/1998 9:36:00 PM
From: Scott Ozer	Respond to of 10479

Sorry to tell you stewy they will and do. Buy from them that is, as far as buying them, well we will see. check back with me in about 18 months--Gee, that will make it long term, 20% rate, even better.

To: Stewart V. Nelson who wrote (4658)	1/23/1998 10:34:00 PM
From: David Hurd	Read Replies (2) \| Respond to of 10479

Stewart, They wouldn't be buying the balance sheet, but rather the technology. Look at the internet telephony(ie nspk,voclf,intl,....) high fliers. Look at their balance sheets. Absolutely horrible, but trading at pe of 100+. Its not because of their balance sheets my friend. DH