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

To: Area51 who wrote (6892)	5/19/1998 10:09:00 PM
From: David Pawlak	Read Replies (1) \| Respond to of 10479

Garry- Perhaps it is premature to some extent to say this unless you have done some hard digging into the valuation of what they are spinning off, as I believe I have. Based on what they are spining off, I will estimate that the company will trade at a market cap of between $40 - 100 million by the close of its first trading day (depending on what happens between now and then). The potential for embedded solution is becoming better known and will likely be built into its price, providing we have reputable underwriters. Check out the new issue of Forbes' ASAP section (only available to subscribers) to get a better understanding of the potential and hype surrounding this market. "$15 billion market now and expected to be $27 billion by the turn of the century." Give us another dozen design wins to demonstrate momentum and we've got a hot IPO IMO. I mentioned I expected a $40 - 100 million market cap... Consider that FIBR is only trading at approximately $80 as a whole. If you think I am smoking something with my projection, check out the other embedded networking solution providers mentioned in the article. 2 of them are intimately involved with the NET+ARM chip. INTS is the licensor of the software to the NET ARM chip and sells for 4 - 5 times sales if I recall correctly. ARMHY is the licensor of the hardware part and trades at very rich valuations as well. The bottom line is that this embedded networking market is hot and the NET+ARM division should trade on that prospect, particularly because with the new design wins, increasing revenues are almost guarenteed and easy to forecast. This is all speculation of course, but speculation I am willing to bet on with my wallet. Do your own research and I believe you will come to the same conclusions.