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

To: The Duke of URL© who wrote (4730)	1/24/1998 6:00:00 PM
From: Mama Bear	Read Replies (1) \| Respond to of 10479

>>>or your just upset that you stock has lost 88% of its value in 3 (?) months.<<< Which stock is that? FIBR is up 43% in the last 3 months. Are you sure you're on the right thread? Barb

To: The Duke of URL© who wrote (4730)	1/24/1998 6:17:00 PM
From: Alex Dubrovsky	Read Replies (1) \| Respond to of 10479

Duke, your original post indeed sounded to me like you were just trying to give Osicom a negative image without any factual support. If you were asking a serious question, here is a serious answer: Regarding the NetArm chip, what Osicom did they took a processor from one company (ARM), operating system from another, core logic from third company (Atmel) and they added a bunch of their own software whch supports IP and many other protocols and they made all those different parts from other companies work together. They created the NetArm chip. The beauty of the chip is that it provides the complete solution on a single chip which makes the job of OEM's that much easier to incorporate it into a product. As far as ARM owning and manufacturing the chip, I would like to know how did you come with such information. In the most recent press release by the company who made the operating system for NetArm it clearly states that NetArm is produced by Osicom. Also the reason that I made a comparison with Intel's Pentium and PC, is because you can think of NetArm kind of the same. NetArm is a PC and ARM provides the processor for it, and another company provides the operating system for it, etc... The entire solution is on a single chip put together by Osicom. As far as other products made by Osicom, they not of a commodity type (as modems for example). Products like IQX-200 and especially Gigamux have great future and their other products will complement IQX-200 and Gigamux very well, and to understanding all those products will require some technical knowledge and some time to do research because they are sophisticated products. Good luck with investing in Osicom. - Alex

To: The Duke of URL© who wrote (4730)	1/24/1998 7:41:00 PM
From: CMS27	Respond to of 10479

Duke, You have raised a good question. It's definately worth knowing the arrangement between Atmel and Osicom. But I do have some understanding of these types of arrangements. I formerly held Trident Microsystems who makes video chips. They had an arrangement with Samsung to produce DVD chips for use in a host of proposed DVD products. The agreement basically was similar to Osicoms in that Trident supplied the basic wiring diagram and various algorithyms that make the chip work, while samsung supplied a core logic chip, similarily it had smarts much like the ARM, but more in terms of mermory enhancements. In any case the agreement was more or less a liscensing agreement. There were legal documents that protected the technology, legal documents that address manufacturing capacity. There are many FAB shops. In fact Trident has partial ownership of one. These places can be tooled to make chips as sort of subcontractors to other tech companies. One thing Microsoft brought about was a lot of legal language regarding reverse engineering and any other threat to technology. It's not fool proof but many steps are taken. I trust that Osicom's agreement with Atmel and the OS company, there are three players, is sound. It would be worth verifying. But these types of agreements are not uncommon, and just because we don't have the details yet of Osicom's agreement, there is no need to panic. In fact too much information could be a competative disadvantage, and for that reason we may never see all of the details. Scott