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

To: CH who wrote (5049)	1/29/1998 11:10:00 PM
From: john carr	Respond to of 10479

friends, this is off topic (I am also long FIBR so not just popping in). I just wanted to share this stock idea with anyone interested. best of luck, John Earnings growth since Mike McGinnis took over as CEO revenues earnings earnings/share 1993 $7.6 mill 322,000 .07 1994 $35 mill 903,000 .15 1995 $47 mill 2,852,000 .40 1996 $120 mill 8,763,000 .81 1997est $240 mill 18,400,000 1.20 1998est $400 mill 30,000,000 1.40 + acquisitions ECGOF earnings have grown at an average of 83% the last 5 years, while the average company in the industry has grown at 11% (First Call). I believe that it currently has the highest 5 year growth rate in the industry but is currently trading at a P/E of 7.5 based on current 98 estimates. That is close to the lowest P/E of the industry. How would you value such a stock? 1/29 close 10 9/16 ticker ECGOF Everything looks good. good luck, John

To: CH who wrote (5049)	1/29/1998 11:12:00 PM
From: Ploni	Respond to of 10479

The Visio news was released by Visio, not by Osicom. It's not a good idea for a company to release press releases too frequently, because people may accuse management of hyping the company with shadow over substance. If Brooks finishes testing and then buys some GigaMux units, I'm sure the company would then be thrilled to release the news. At this point, though, it is premature. Brooks probably isn't through testing. It would be embarassing for Osicom to release partial test results if something was later found wrong, which had to be corrected. Likewise, if Osicom released Brooks' findings, but it turned out they didn't buy any, that would also be problematic. So it's certainly wisest for the company (and us shareholders) to patiently wait until Brooks (and NASA, and the others) are through conducting their tests, and see if any orders result. - Relax, It's Osicom