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

To: David Pawlak who wrote (5975)	3/18/1998 11:35:00 AM
From: craig crawford	Respond to of 10479

I don't blame you or Joe Gladue for estimates that are off the mark. Osicom refuses to give guidance to the street so nobody can get a read on what will occur.

To: David Pawlak who wrote (5975)	3/18/1998 11:36:00 AM
From: Afaq Sarwar	Respond to of 10479

David, I just read your new report. Excellent work! Thanks for sharing all this wealth of information with us. I appreciate it. Afaq Sarwar

To: David Pawlak who wrote (5975)	3/18/1998 11:49:00 AM
From: bill banks	Read Replies (2) \| Respond to of 10479

dave--how do i get a copy of your report? my e-mail is bbuptick@voicenet.com thanks, bill

To: David Pawlak who wrote (5975)	3/18/1998 11:56:00 AM
From: CH	Read Replies (1) \| Respond to of 10479

David, You are a well respected investor, putting a lot of effort to research the fact, although to me, you might be sometime too optimistic on FIBR's future. But when you say : >>Now that the 3 key products are finally shipping and being accepted >>very well in the market, I felt now was the best time to do it. Any figure to support it, or just sometime you heard from Par. The stories (no proof, as I mentioned before, they were from a gentleman who claimed himself a previous employee of Osicom) is : 1. There were a few units (4-8) sold to European banks, no sales (yet) in US. 2. Net+Arm needs 6 months to design in a product, from the current situation, it can realize significant sales to replace FIBR's sales of the old items (they are shrinking) soonest end 98. So David, you should project a lower sales (such as $26m in next Q) to make it safe. 3. IQX can be another Nethopper, we can keep on arguing its advantages of feature, but the fact is that the institution who needs to buy this product does not want to place PO. This product has been promoted for more than 9 months, not much luck. David, you can verify from Par, did they reallocate the sales force from IQX to Gigamux recently? I wish the above clue can be useful for David to dig into the detail, but no one should rely on it to make a decision on your investment of this stock. CH

To: David Pawlak who wrote (5975)	3/18/1998 12:53:00 PM
From: CJ	Respond to of 10479

David - TY re: #5975.... I appreciate what you wrote and completely agree re: unanticipated dwnward revised grwth in sec. + FIBR not being alone in delayed output of new products. IMVHO, you do not have any need to apologize - quite the contrary. Being long, somewhat baffled @ the moment, and trying to understand how my research 2 yrs. ago & fwrd could be so wrong - or right :-) - I would very much like a copy of your report. Will also e that request. Again, thank you.