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

To: CMS27 who wrote (6456)	4/14/1998 5:22:00 PM
From: craig crawford	Respond to of 10479

<< The news release said that NASA was testing the Gigamux, which technically is correct, and technically was all the news that there was to report. I don't see how this makes them sneaky, they are just reporting the facts. >> Technically correct. Do you want your company to be technically correct or do you want them to have credibility with the street. You decide. Osicom uses confusing and deceptive phrasing like "up and running at NASA and at the BBV in Madrid, Spain." If a person hadn't clarified in the conference call, I think many investors would still believe that NASA was set to purchase Gigamux's from Osicom. If NASA is only testing the Gigamux, there was no need for a press release. You don't see CIEN or LU announcing that their products are being tested by people who are not potential customers. The MCI postal deal is another example. There is no reason why the dollar figure of the total contract needed to be mentioned in the press release. The only figure that should be noted is the potential contract for FIBR. Credible companies don't do things like this. Credible CEO's don't name one of their private companies Rand Research knowing the confusion that might occur with the well known RAND corporation in Santa Monica. << Go back and read Cienna's news release about the recent deal with MCI. It has a minimum value of 0. Which means it could turn out they sell nothing. Would you call that sneaky as well? >> There was a contract announced with MCI? News to me, tell me more! You got the scoop? << Craig only fools will believe that every publically traded company won't try to put a positive on things, or that they are more forthright than is minimally necessary, this is the way business works >> Oh really? How come we hear guidance from INTC today about their upcoming quarters? How come we see no guidance from Osicom? People can trust what INTC says, but who can trust what Osicom says? They bring up things like record backlog and then they always disappoint. They talk about how their margins should improve and then they don't. Zero credibility. << For example some real big companies guide analysts lower in order to surprise to the upside. >> Sounds smarter than hyping up expectations and continually letting investors down. Maybe Osicom should follow M$FT and C$CO's lead. Of course if FIBR gave an honest account of their business prospects and downplayed expectations people would run for the door. << You however spin this normalcy into plots and doubt in what appears to me to be a deliberate effort to discredit Osicom and drive down the stock. >> Once again, blame for me Osicom's stock price. How come nobody was blaming me when FIBR ran up to 6 ahead of earnings a month and a half ago? Only when FIBR drops do I get blamed. Trouble is, most of the time FIBR is dropping so I'm going to get blamed alot. << Don't even give me one of your flippant answers, even if we disagree on the prospects of Osicom, you know by now I'm not an idiot, and I won't buy any of your BS >> I see, so I can only manipulate the idiots to see it my way. Not smart guys like yourself. So how does it feel to know there are all these idiots out there that I can hypnotize into dumping FIBR? Must not be enough smart guys like you holding FIBR, otherwise I wouldn't be successful, correct? << Ironically there are many reasonable and bearish arguments that could be made against Osicom that you don't ever come close to mentioning >> Like what? Let's hear them. I find out some new shenanigan about this company almost every day.