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

To: Bryon Bothun who wrote (7054)	5/31/1998 10:57:00 AM
From: Optician1	Read Replies (1) \| Respond to of 10479

This note is in 3 parts as I keep getting knocked off of AOL (another reason for Osicom products to penetrate ISP's !) Part 1- I have read all of the announcements of late and listened to the conference call recording. The reasons for my long term investment in Osicom and their exponential growth for the second half of this year and next year (and further on) are, IMO, not only intact but enhanced. Having added to my already large position at 2 15/16 on Friday I feel that we will see substantial value enhancement sooner rather than later (but never soon enough for the traders....and never soon enough to shut off the spout of negativity from this board's dark side): 1. Volpe's work that begun late last year is becoming apparent and I agree with their approaches so far. They, IMO, advised the positioning (IPO) of the Net+ARM/DPI division to not only raise capital needed to go after a $ billion+ of revenue (hey folks, if you are in business, think about what you would need to invest now to go after only a few million more of sales....trade shows, travel, prototypes, media costs, legal fees for agreements, etc.) but set it up to me managed by Pete Petersen a most respected manager/leader/developer who presently, IMO, successively runs a profitable company (pre-Net+ARM). Sure there is share dilution but so what? You want a smaller part of a billion dollar company or the present?

To: Bryon Bothun who wrote (7054)	5/31/1998 11:06:00 AM
From: Optician1	Read Replies (1) \| Respond to of 10479

Part 2- 2. Osicom has 21 pilot tests on the Gigamux! Hello!!! Anybody out there want to argue about that and the value of Brooks/Worldcom as a leader who is almost through the process, IMO. Another $billion dollar market segment with NO ONE else having a short haul product....Ciena admitting their product is "targeted" for end of year, Cambria having some real problems IMO, Lucent without a product....21 companies testing a production ready product that now is ramping from 16 channels to 32 channels. Look at the trade shows over the next month...check it out yourself....NEC checked it out! FORE checked it out! Watch SuperCom in Atlanta!! 3. IQX...now that the focus of Osicom is on sales and marketing as conveyed in their conference call, and Renn is on board with specific strengths on selling not only to RBOC's (for Gigamux) but also in training telecommunications professionals in other sales areas...look for some early impact, I do. IQX not only won best value but they are not sitting still with this product. It could have a sales target a couple of years out only in the hundreds of millions instead of billion+....

To: Bryon Bothun who wrote (7054)	5/31/1998 11:45:00 AM
From: Optician1	Read Replies (1) \| Respond to of 10479

Part 3 - 4. The Far East issues and potential. Just as the IMF has been working on the Thailand, Korea, other country issues for a long time it is reasonable to expect that Osicom is working on their Far East issues and potential. Everyone knows the ISO-9001 China factory is subject to production swings and companies like NEC has substantial manufacturing needs in China. Common sense tells me Southeast Asia is in a turnaround mode (not pretty necessarily) and that Osicom's issues there are also being addressed. An ISO-9001 factory has a value and this one produces products with virtually no defects. More important, ABCN controls for 30 years geosync satellite slots over Asia...Osicom is not only a minority owner but has the contracts to build the up-link/down-link/ground networks for it. Consider the above and George Soros who made $billion betting agains conventional wisdom (I'll bet he doesn't rely on these boards for his guidance) became an investor in a low-flying satellite project over Asia last month. BTW any reader who knows satellites knows that the geosync ones can only be located at 2 to 3 degree spacing and command LARGE monthly rentals for their channels as they are more powerful and capable than low flyers (and for other major reasons). The other investors in the low-flyer project I believe added a total of $200 million to thier investment. Everyone on these boards seems to have forgotten ABCN!

To: Bryon Bothun who wrote (7054)	5/31/1998 11:56:00 AM
From: Optician1	Read Replies (2) \| Respond to of 10479

Part 4 - (couldn't beat the timing for only 3 parts..sorry) Finally, Osicom management! So many posters like to hit on subjects of dilution, Par's ownership, etc. Frankly I don't really care!! This year is not a replay of last and 1999 will not be a replay of this year. Why not? Consider that Osicom now has the following "stakeholders": Volpe (advisor not shareholder)/ Credit Suisse First Boston (shareholder with their own money via the Preferred)/ NEC (major partner)/ Brooks-WorldCom (as big a client as it gets)/ Renn (experienced value creator and introducer to RBOC's and a management consultant-change agent/world printer manufacturers (Net+ARM clients)/major lease facility (must anticipate a major funder like a First Boston behind it)/an IPO (with investment banker following)/Etc. Maybe I'm a George Soros wanna be in the finance world but I have learned to totally rely on my own research and judgement (and to not even read posts by known amateurs and idiots.....if you think I'm one then ignore all the above...my feelings are not hurt). Too much time on a Sunday morning I guess. I felt this board is behaving as a ship lost asea..we may not make port today or tomorrow on FIBR but you owe it to yourself to consider the navigation signs. Optician1