SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Osicom(FIBR) -- Ignore unavailable to you. Want to Upgrade?


To: David Pawlak who wrote (6450)4/14/1998 10:18:00 AM
From: Michael Young  Respond to of 10479
 
<<Craig, I guess these guys could never do anything right by you. No matter what they do, you are going to twist it into a negative. >>

Maybe because he is rational?

Why should this company generate any positive enthusiasm?

Tumbling share price
Very little cash
Massive share dilution
Low margins
Corporate motto of "wait till next quarter"
Low R&D spending
Unpopular product line

Where are the positives?

MIKE



To: David Pawlak who wrote (6450)4/14/1998 10:44:00 AM
From: craig crawford  Read Replies (1) | Respond to of 10479
 
<< Craig, I guess these guys could never do anything right by you >>

It's not in their nature to do what's right for shareholders. They only care about themselves.

<< No matter what they do, you are going to twist it into a negative. >>

No matter what they do, you twist it into a positive. Seems like we balance each other out. What's wrong wit that?

<< This is no different than how Intel develops the next generation chip while the current chip is just hitting the market, or how Ciena or Lucent are developing their next generation systems. >>

All those companies actually generate significant sales and profits from their current line before they start offering brochures about their next generation products. Just how much revenue have been generated in the last year since the introduction of the Gigamux?

<< Since most of the other evaluations didn't start until January, big ticket orders should be expected to start appearing over the next couple months, but no sooner. Only time will tell who is right. >>

I suppose so, but you made a guarantee that Brooks would have Gigamux's deployed in their network carrying live traffic within 3 months. That was about a month and a half ago so there isn't much time left.