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


To: David Pawlak who wrote (6920)5/21/1998 7:18:00 AM
From: Ploni  Respond to of 10479
 
Is Osicom going to this week's CTI Expo in Baltimore?

Killen & Associates estimates that 35% of all phone calls made in 2002 will use IP networks instead of current switch-based networks. They estimate that this is a potential $60-billion market.

This can be utilized for public networks, and also private networks, to replace PBX's with LANs.

Of course, Cisco and Lucent are the players named to watch.

Where can Osicom play here? Some of their products are bellcore compliant; do they have to be to play in this market? Is the Net+ARM bellcore compliant?



To: David Pawlak who wrote (6920)5/21/1998 1:52:00 PM
From: Ploni  Read Replies (3) | Respond to of 10479
 
David,

In his post on Yahoo today,
messages.yahoo.com@m2.yahoo.com
"Ozzie Dilbert" alleges that Gorman lied to you:

At one point, David Pawlak asked John Gorman for IQX numbers,
and was told something like:
- Q3 (9708-9710) $100K
- Q4 (9711-9801) $800K
- Feb98 ........ $800K

My sources indicate it is much closer to
- Q3: 0
- Q4: $50K
- Q1: $300K

There is a credibility problem here.


* * *

Is there any way to obtain confirmation of the actual numbers?