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


To: Joseph Hoane who wrote (5721)3/6/1998 8:57:00 AM
From: Joseph Hoane  Respond to of 10479
 
Now that I'm up to date on this board, here are some thoughts.

1. Osicom's hard results to date are from old products. Previous
losses due to aquisitions and excess G&A due to aquisitions have been
reduced. Osicom is now a profitable company even if you ignore the
new products. (Or rather, take into account the past R&D expenses,
but ignore the future prospects.)

2. Par stated clearly that Gigamux is 18 months ahead of competition.
This lead is a very important market-share-to-be-gained advantage.
In my opinion, there is nothing else like NET+ARM(tm) anywhere.
I actually appreciate Craig's commentary, but he is dead wrong on
this point. He said he believes there are Gigamux competitors.

3. Craig's shorting at $6 is very professional. If FIBR closes below
$6 tomorrow, it will probably have a pull-back. This is what it has
done the past two times it has kissed $6. As I have said before,
once FIBR closes above $6 1/4, it should be off to the races.

Joe Hoane

P.S. Just for fun, the Yahoo board had a tally of shares of the
readers/contributors. The count was 400,000 shares or so. This
relied on the honesty of the reporters. Also, gowaylow is back.