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

To: craig crawford who wrote (5852)	3/8/1998 1:39:00 PM
From: Grantcw	Read Replies (3) \| Respond to of 10479

Craig, Your stuff about the other products is interesting, but I won't really be impressed until I see a large order comparable to Brooks or something. IBM could be beta-testing its muxmaster for all we know. The small companies would definitely announce a large order, right? I looked at the press release again: As a result, Brooks is now extending GigaMux trials and deployment to other larger cities. Doesn't this imply that Brooks is deploying the Gigamux? That coupled with the fact that the conference call mentioned a PO for the Gigamux makes me think that Brooks is buying them. Here's a thought that you might actually like Craig. It has to do with the stealth alliance Osicom has created and your competition theory. Osicom supposedly doesn't want to announce who they're working with because they will now be able to charge more for the Gigamux while banking on the multi-billion dollar company's brand name. Well, if Osicom is truly the only product out on the market, what is this arrangement going to do for them? Everyone should know that whatever multi-billion dollar company is selling a Metro DWDM product has to be selling Osicom's Gigamux, right? My theory is that Xin Cheng (sp?) knows that there are competitors out there but dismisses them because the Gigamux's technology is better. This may be true, but I'm a person who likes to know the truth. As I've stated before, A brand name company will be able to sell a product of less quality than Osicom. Grant

To: craig crawford who wrote (5852)	3/8/1998 1:51:00 PM
From: Stewart V. Nelson	Respond to of 10479

Craig <<<. It is only dangerous if you don't have time to wait. >>> No you are starting to sound like me! I wasn't sure patience was a virtue you young guys possessed! Shades of DDIM. <<<Did you listen to the CC?>>> No I didn't but I have a good picture from what you and others have said. You have done a wonderful job of researching this company. Some day soon everyone will understand how right you are! Keep up the good work. Next time I am in Seattle we should meet for lunch. regards Stew