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


To: Ploni who wrote (7011)5/28/1998 6:33:00 PM
From: Roger Brown  Respond to of 10479
 
One piece of good news is that Gross Margins expanded to a very respectable 34.5% this Q...Haven't seen this tyoe of number for a long time. Even with the loss, this margin expansion is something I been looking forward to over the past 18 months.

Holding and waiting.



To: Ploni who wrote (7011)5/28/1998 6:34:00 PM
From: CH  Respond to of 10479
 
I need someone to refresh my memory, in last CC, the management was asked about the impact of Asian economical crisis, they responded that the impact was minimal because they were buying from Asia and not selling to Asia. That made sense to me because as I know they only have a factory in China and may be some Indian engineers working for them, the economic crisis in Asia will only help them lower down the cost.

What the heck will that (Asian economic crisis) bring down their sales by $5 million in last quarter? Who is (or are) that particular customer(s)? Would they be sued if they made up a misrepresentation?
What kind of protection a shareholder would have on the information we got from this kind of PR or CC.

CH



To: Ploni who wrote (7011)5/28/1998 6:41:00 PM
From: Scott Ozer  Read Replies (1) | Respond to of 10479
 
margins up to 34.6, some mux sales closer than others, don't fall for fixing that 18 month time frame as firm.
Leasing program will help tremendously, some personnel changes will help in the sales areas.