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

To: David Pawlak who wrote (5884)	3/9/1998 10:30:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 10479

<< Craig- I skimmed a few of your posts and you seem to believe that FIBR is trying to mislead investors into thinking that they will be selling to Brooks but actually have no intention to do so. >> No, I know they want to sell to them. I consider misleading investors not making it perfectly clear that Brooks hasn't purchased anything except possibly some evaluation units. They weren't clear, and that misleads investors. Did you notice all the confusion from the people in the conference call and on this thread? It wasn't a difficult question to answer, but they made it difficult. Call that misleading or not, it's not how serious companies should operate. Can you explain to me what the "approved list" at Brooks means? << Well, my offer still stands. If proof of a sale doesn't materialize within 3 months, then I'll stop posting here. If proof does materialize, then you walk away. It's that simple. >> Let's see how next quarters earnings look. That's the only thing that will matter. If they sell all these Gigamux's to Brooks their margins and earnings should look great, correct? << Craig, your argument of no large orders reported yet doesn't hold any weight with me, as you know as well as I , that those types of customers usually take at least 4 - 6 months to thoroughly evaluate prior to deployment >> Fine, I'm willing to give FIBR more time. I just saw people on this thread the day after the conference call talking like Brooks had already deployed Gigamux's in at least one city and were moving on to others. If that's the case and several Gigamux shipments have already occured or purchase orders have been received, then manageent should have had no problem giving forward guidance, correct? But they refused. << As far as flat revenues over the last 4 quarters... Of course I'm disappointed. But is it necessarily Osicom's poor sales abilities or is it a result of a soft market? Check out the trends of the so called leaders for the last 4 quarters. (b=billion in sales, and m=million) >> Don't think that I wouldn't consider some of those good shorts as well. << Craig- You finally seem to have come around to realizing their products are real >> I have never denied that, I just don't think they are really good enough to drive earnings, or maybe they do drive earnings but the earnings disappear somewhere. Who knows what the company's problem is. I just know they don't deliver shareholder value. How they arrive at that I can only imagine. << Your concerns seem to focus on the management and weak balance sheet issues >> Bingo, although saying "weak" is being too kind. Crafty is a better word. << Potentially explosive products with the inablility to market them to realize their highest potential without additional funding should demand explode on all 3 (NET ARM, Giga and IQX) at once >> The IQX-200 has had a full quarter to ship and it didn't seem to help. The NET+Arm is several months away from production shipments. The Giga, we will just have to wait and see now won't we?

To: David Pawlak who wrote (5884)	3/9/1998 10:30:00 AM
From: CMS27	Respond to of 10479

Diluted shares not as bad as my worst nightmare. I had thought there was a chance they would report much more. I think this a critical time for Osicom. They need to capitalize on the unique products they have brought to market and pretty quickly. The NET+ARM and Gigamux are not so special someone can't make a similar device, in time. The more profitable are these devices the more focus from competitors. They need to slam dunk some big sales this quarter. The design engineers have done their part, It's the sales engineers turn at the plate. Long for now. Scott

To: David Pawlak who wrote (5884)	3/10/1998 3:00:00 AM
From: Afaq Sarwar	Read Replies (1) \| Respond to of 10479

David, Any thoughts on who the company has partnered with? This from Seimens Website: -------------------------------------------------------- Expanding the Public Networks Siemens Telecom Networks is a leading supplier of advanced public telecommunications network systems. With a strong position in key digital and wireless technologies, we provide our customers with the high-tech infrastructure they need to offer a full range of telecommunications and multimedia services to their customers. Siemens is also well positioned to lead the coming technological revolution in wireless personal communication services, with the recent announcement of an alliance with Bellcore and Hughes Network Systems. We are already world leaders in the core GSM (global system for mobile communications) wireless technology needed to market these services cost-effectively. Fully half of the GSM base installed worldwide operates on Siemens' switches. At the Forefront of Fiber Optics Siecor Corporation, an equity company of Siemens and Corning, continues to lead the industry in developing and manufacturing fiber-optic and copper communications products used in telephony, cable television, intelligent vehicle highway systems and utility applications. Siecor expanded its fiber-optic cable capabilities by acquiring Northern Telecom's fiber-optic cable manufacturing business. To enhance capabilities in its hardware and equipment division, Siecor purchased the assets of the telecommunications business of GTE Control Devices Incorporated. Siemens Wireless Terminals (SWT) provides handsets and access devices that enhance business and personal performance.These innovative products and services are available for networks that incorporate U.S.Personal Communications Services (PCS) standards. The Communication Terminals Division within the private networks (PN) group, has revenues reaching almost $1.26 billion. Manufacturing more than one million terminals last year. Siemens plans to increase that performance by 2-300% over the next year. In the DECT standard cordless telephones market, Siemens is ranked number one in market share with approximately 90% of all DECT telephones sold on the market. -------------------------------------------------------- Seems like a good match! Afaq Sarwar