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


To: Ploni who wrote (5671)3/5/1998 7:35:00 PM
From: rgerson  Read Replies (1) | Respond to of 10479
 
The fact that Brooks is deploying in other cities would suggest that they are beyond just testing and are now buying.



To: Ploni who wrote (5671)3/5/1998 7:57:00 PM
From: Mohammad Khan  Read Replies (3) | Respond to of 10479
 
Give me a break...

The company just turned its Q-Q revenue & earnings growth
from negative to positive...

It did it without too much of a contribution by new products yet..

It did not recognize the revenue of $2M of Gigamux shipped last
quarter for initial deployment/tests around the world...

It delayed an approx $2M order to the current quarter because
a customer wanted a change... Now, most of it already shipped...

It has cash, a good credit line...

It has a good set of orders for NET+Arm chips/products... It does
not want to mention about Gigamux orders with an exception of a
comment : "if it is a Gigamux order... it is BIG!!!"

It has a backlog of $22M..

It has a time lead of some quarters in both NET+Arm and Gigamux
type of product lines..

It has an insider buying..

So what, if it has tried to save good news for coming weeks...
Watch out in coming weeks...

All three new product linese are going after $4Billion+ market
each...

On and on....

Don't care about the stock what it does tomorrow... however, do
care about the company that it is on a good growth path with
positive earnings in the bag...