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

To: David Pawlak who wrote (5202)	2/3/1998 10:49:00 AM
From: bill banks	Read Replies (1) \| Respond to of 10479

dave, i have grown to appreciate the fundamental research that you post. do you have any comment regarding the rumor of an additional gigamux trial?

To: David Pawlak who wrote (5202)	2/3/1998 11:01:00 AM
From: craig crawford	Respond to of 10479

<< That's interesting Craig... The ones I've talked to are quite fond of their products. I wonder why AT&T, MCI, GTE, XEROX, NEC, SUN Microsystems, Sequent, Silicon Graphics, etc all use their products. >> I've told you before this is a ridiculous argument. FIBR has had all these customers before and it certainly hasn't helped their bottom line. They still needed to dilute your shareholder value to keep the business afloat. If FIBR couldn't sustain itself with this grand customer list in the past what makes you think that adding a couple more names like NASA or Brooks Fiber is going to help? << I wonder why EE Times, arguably the most widely respected industry trade journal decided to dedicate a cover story recently about their Net Arm product >> EE times writes about a lot of little companies. Means nothing. << Are you telling me that all these companies are fools and are missing something when choosing Osicom products? I wonder why these top companies don't think their products are a joke. >> No!!! I'm not saying the companies are fools, I'm saying Osicom are fools! Like I said sales mean one thing, but nothing seems to drop to the bottom line! Where does the money go? Does Osicom sell their products at whatever price they can get just to be able to drop a few names and get people excited about their stock? Or do they spend so much money developing and producing the products that they can't earn a profit. Or do they just throw office parties everyday and record that as business expenses? You tell me why Osicom can brag about having such great products and such huge influential customers yet they have to issue various forms of debt and securities to fund their business and keep it afloat. Just answer me that, David. << Who have you really talked to? >> I'm sure they wouldn't appreciate it if I mentioned their names, it would reflect badly on their companies to put down someone in the industry. Let's just say that they work at companies that have several billions in sales apiece. One engineer that I talked to came from a company that does more sales in one day than FIBR does all year.