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

To: CH who wrote (5979)	3/18/1998 12:19:00 PM
From: David Pawlak	Respond to of 10479

>> 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.<< NET+ARM will generate insignificant revenues (<$1 million) between Q1 and Q2 so I have included $0 revenues in these respective qtrs. I have projected $1.5 in Q3 and $3.5 in Q4. These projected revenues are already half booked as a result of the 10 design wins. Remember, Q3 is just 4.5 months away. And yes, I have forecasted weak revenues for the old products, to play it safe. The last thing I want to do is overestimate with these guys. >QX 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.< First of all, the IQX didn't start to ship until October, the last month in Q3. Buyers are stepping in based on my research which I discuss in my report. Sales were $100k in Q3, $800k in Q4 and the first month of Q1 has already surpassed total sales from Q4. They appear to be on target to meet my $2.3 million estimate for Q1.