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

To: craig crawford who wrote (5821)	3/8/1998 1:05:00 AM
From: Grantcw	Read Replies (1) \| Respond to of 10479

Craig, Now this was a reasoned, well though out post with no attempts at spreading things that might not be true. I thank you for the courtesy. As for the trade journals, all they do is spotlight any company that has a new product out in a burgeoning industry. It is not an endorsement of FIBR. Point taken. Still adds more credibility to the company and the products. Why would Brooks be any different than Sun, AT&T, MCI, Adobe or any other well known name that FIBR has sold to in the past? Now you're getting to the crux of Osicom's problem. They joined a very competitive industry (networking) and their margins are getting killed. Every product Osicom sells in that arena is fought against by other networkers with much better brand names. In order to sell their products, Osicom has to cut prices under the brand name products. This creates low margins. The Gigamux and Net+Arm (not sure about IQX-200) are both all alone right now with no competitors. A couple may show up soon for the Gigamux, but in markets with few competitors, margins are higher. This is why Osicom is good to go. They have markets all to their self to exploit for at least the next few months. In that time, they should establish their own brand name in order to maintain decent margins when the markets get crowded. Can Osicom do this? I don't know, but I'm willing to bet $5 a share that they can. Grant