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

To: Scott Ozer who wrote (5358)	2/18/1998 1:04:00 PM
From: James Strauss	Respond to of 10479

>>>Some things to look for at the earnings release: Gross margins, shares outstanding, product mix, cash flow, accounts rec. the conference call should be very good and informative<<< ************************************************************ Scott: Here are the comparable 4th Qtr numbers to beat: (in millions) Revenues Net Income Profit Margin EPS xxxxxxxx xxxxxxxxxx xxxxxxxxxxxx XXXX 37.2 (6.2) (16.7)% (.65) Anything positive will bring a lot of money back into the stock... If FIBR can meet its full year EPS est in 1998 of .95, we have a stock that should be selling for 20.00 or more... Jim dailystocks.net

To: Scott Ozer who wrote (5358)	2/18/1998 1:29:00 PM
From: craig crawford	Read Replies (2) \| Respond to of 10479

<< Some things to look for at the earnings release: Gross margins, shares outstanding, product mix, cash flow, accounts rec. the conference call should be very good and informative >> So what will the spin be from the bulls if the numbers don't look so hot? Seems to me like the bulls on this thread are perfectly hedged no matter what FIBR reports. If FIBR manufactures some decent numbers the bulls will argue that FIBR is showing us the money. If FIBR doesn't come up with good numbers the bulls will argue that nobody really expected much from FIBR this quarter anyway. The sales and earnings aren't going to really start pouring in until the following few quarters, right? You see, those Gigamux orders didn't quite ship in time for this quarters numbers, but they will surely affect next quarters numbers, right? The bulls will stand by this company even if they report a loss for this quarter. They will point to the future, and say last quarter didn't have the Net+Arm and Gigamux ramp up in them. That will give FIBR another 3 months to come up with some more excuses.