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

To: craig crawford who wrote (5370)	2/18/1998 6:32:00 PM
From: Scott Ozer	Read Replies (1) \| Respond to of 10479

I believe he meant .09 to .11. At what ## will you cover? I think you will switch to the long side before long.

To: craig crawford who wrote (5370)	2/18/1998 7:42:00 PM
From: David Pawlak	Read Replies (1) \| Respond to of 10479

>>Apparently my beliefs were correct. Even you, the biggest proponent of FIBR, are biased towards a negative number. 9 cents give or take 2 cents implies 7-11 cents. If the estimate is for 11 cents you are not expecting them to beat the numbers and it sounds like you think they might miss.>> Craig- How do you know what I'm really expecting? Think about it... Do you really think I would give you a straight answer on what I really think they are going to earn in Q4? Or do you think I might be more likely to low ball my estimation, enticing you into a short position, so that they beat it and squeeze your short? Keep in mind.... they had record backlog the last time they disclosed it... Frankly, it doesn't make any difference to me. Say they did come in with just $.07 That would give them an eps run rate of $.28, which at a forward pe of 20 would give them a stock price of $5.60. A 20 p/e is on the low end of the Networking industry p/e's and it says absolutely nothing about the expected earnings capitalization resulting from the GigaMux, IQX-200 or Net Arm potential. Keep in mind that Q4 has captured a very small amount of these 3 new major products as a % of total revenues. That is expected to dramatically change by over the next few months.

To: craig crawford who wrote (5370)	2/18/1998 9:23:00 PM
From: Schmoople	Read Replies (1) \| Respond to of 10479

For the record, David did not use "negative" numbers. He merely said he would not be surprised by a number per share as low as 7 cents. (That is a positive number right?- at least at the schools I went to!) One thing I find odd is all the speculation on one analyst's "number". Some consensus estimate. The real questions are- Does the company make good products? Can and will they sell them for a profit? You seem to believe not- others feel they will. That is what makes this all such a fun way to make money. Good luck all.