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


To: David Pawlak who wrote (7071)6/1/1998 2:34:00 AM
From: craig crawford  Read Replies (1) | Respond to of 10479
 
<< Well, here we go again... seems that you have a selective memory Craig. I never guarenteed >>

Ok, technically you never used the word guarantee. You implied it with your confidence that it would happen.

"Craig, I believe that it will be deployed a lot sooner than 3 months. The reason that I am going out as far as 3 months is because by that time I should have no problem being able to prove it to you."
Message 3621343

<< I recall suggesting that we make a bet but you didn't take me up on it for some reason >>

Ahh, that's because you can't be counted on to stick to your original bet. I can just see the squabbling and bickering that would have happened 5 days from now if you were proven wrong.

Your original bet:

"I'll make this little bet with you. If Brooks doesn't deploy Osicom's Gigamux into their network within the next 3 months, I will disappear from this thread. If they do deploy, you will disappear."
Message 3618854

Then a few days later you change your offer to a proof of sale.

"Well, my offer still stands. If proof of a sale doesn't materialize within 3 months, then I'll stop posting here. If proof does materialize, then you walk away. It's that simple."
Message 3647521

<< What makes you so confident Brooks doesn't have it up and running in their network right now? >>

Like I said before David, you are a perfect Osicom robot. You have been trained well. "Up and running"...hmmm, where have I heard that before? Ahh, yes...my selective memory is coming back to me. Osicom tried to mislead the public with that "up and running" crap at NASA. After much pressing by a CC listener, Osicom management clarified the statement by saying that NASA was "testing" the Gigamux and wasn't necessarily interested in purchasing the Gigamux.

Can I infer that when you say "up and running" you mean the same thing Osicom mangement meant? That Brooks is testing the Gigamux at it's facilites but doesn't have any current plans to purchase the product for deployment?

<< The announcement of the first major telco launching a short haul DWDM solution would sure be a great release to kick off SuperComm with. >>

I suppose so, but wouldn't it be better to see a quarterly release from Osicom with rising sales and earnings? Sales and earnings that increase at a rate greater than the shares outstanding? I won't be impressed with anyone (Brooks or otherwise) deploying and paying for the Gigamux. Osicom has the type of management that might practically give away a product just for the press value.

Let me tell you why. Osicom management as well as everyone else on this thread knows that Osicom will never earn a consistent profit. Now if there are a bunch of shares that could be converted and hitting the market soon it would be beneficial to issue a press release such as a Brooks Gigamux deployment just to prop up the price of the stock. Osicom mangement knows that if they don't prop up the price of the stock more shares will have to be converted due to the lower price, and that's not good for anybody.

So you see, shareholders of Osicom have a problem because management is more focused on the stock price than running the business. That's what happens when a company faces massive dilution from potential conversions, it becomes a vicious circle that takes attention away from the business at hand which is to try to sell the Gigamux at a profit. Management is forced (or chooses) to spend more time trying to prop up the price of the stock to ward off heavy dilution. In order to do this, a company like Osicom will sell a product like the Gigamux at whatever price they can get (or not even sell it at all), as long as they get to drop a big name like Brooks or NASA in a press release. They figure that even though they are not making any money on the sale they are helping to keep the share price up with the press release and publicity, which curtails dilution.

That's why I wouldn't be surprised to see some worthless Brooks announcement. It might look good on the surface, but a few months later it won't show up on the bottom line.

You've got 5 days until your 3 months are up, David.



To: David Pawlak who wrote (7071)6/1/1998 1:11:00 PM
From: Mohammad Khan  Read Replies (1) | Respond to of 10479
 
About FORE Systems.. What could it mean for us longs?

"More than 40 percent of Internet traffic worldwide is carried on
FORE ATM, so its performance in supporting the types of services
that we offer is well-documented." as said by the President of
TMNet.

ATMnet currently offers ATM transport at speeds of up to 155 Mbps
over OC-3c lines, with plans to upgrade services to 622 Mbps (OC-12c)
and 2.5 Gbps (OC-48c) to accommodate regional demand across the U.S.
and the rest of the world.

To know more about FORE Systems, here is a detailed write-up on one of
its customer TMnet!

----------
TMnet

Building a Faster, Better WorldWide Web
FORE ATM Improves Internet/Intranet Performance

"FORE ATM is playing a key part in transforming the Internet into a
high-speed, multimedia communications infrastructure."

ATMnet is an Internet service provider on a mission: Develop the
world's largest, fastest, commercially-available Internet backbone
with the highest level of quality and service.

Using asynchronous transfer mode (ATM) solutions from FORE Systems,
ATMnet is accomplishing this mission. Based in San Diego, CA, ATMnet
maintains the world's fastest publicly available Internet backbone.

With it, ATMnet provides Internet transport services to other Internet
service providers(ISPs) and companies maintaining their own Internet
and Intranet sites. These customers support more than 10,000 separate
Internet domains.

Using ATM networking solutions from FORE Systems, ATMnet is developing
the world's largest, fastest, commercially-available Internet
backbone.

Why ATM Technology?

Acting on the adage, "To succeed in business, find a need and fill
it," ATMnet's founders formed the company to address the growing need
for improved Internet access and performance.

"ATMnet was founded on the belief that the demand for reliable,
high-speed Internet service requires a new model, one based on ATM,"
said Jim Browning, president of ATMnet. "ATM technology allows us to
provide integrated communications services, carrying voice, video and
data traffic over the same infrastructure."

An infrastructure based on ATM can support private Intranets as well
as publicly accessible Internet traffic on the World Wide Web. That
is important because companies are increasingly using Intranets for
posting and exchanging information internally.

And ATM's high-performance, multi-service capabilities make it ideal
for carrying organizational data traffic such as e-mails and file
transfers, video traffic for distance learning and videoconferencing,
and corporate voice telephony.

"ATM is the only technology that allows us to consolidate all
communications traffic on a single connection, eliminating the need
for redundant capacity on individual circuits," explained Browning.

"ATM brings a tremendous performance boost to networks, and there's no
limit to its scale. Because of ATM, we can help companies create
private Intranets as small as several work groups, or confederations
of major corporate divisions, and even broad multinational networks
accessible to all the employees of a given company. And ATM service
delivers better cost-per-megabit price/performance than any other
technology."


ATMnet selected FORE's ForeRunner ASX-1000 and ASX-200BX ATM switches
to support its regional ATMnet access centers.

Located in key geographic locations, the centers provide direct ATM
backbone connectivity for customers' high-traffic servers. These
direct connections eliminate local line costs, increase flexibility,
improve network management, and ensure scalability. All client
traffic is transmitted across a single ATM circuit to the ATMnet node
nearest each customer location.

Additionally, ATMnet exchanges traffic with other Internet providers
via routing at the edge of the ATM cloud. Each node in the backbone
has a carrier-level ATM switch at its core. The backbone, therefore,
is made up of an aggregation of switched, dedicated high-speed ATM
circuits. ATMnet clients order ATM circuits from the company to
connect their premises to the backbone, enabling them to take
advantage of ATM connectivity between circuit endpoints.

ATMnet currently offers ATM transport at speeds of up to 155 Mbps
over OC-3c lines, with plans to upgrade services to 622 Mbps (OC-12c)
and 2.5 Gbps (OC-48c) to accommodate regional demand across the U.S.
and the rest of the world.

Why FORE?

"FORE ATM gives us the advantage we need."

"FORE ATM is playing a key part in transforming the Internet into a
high-speed, multimedia communications infrastructure for electronic
commerce," said Browning.

"More than 40 percent of Internet traffic worldwide is carried on
FORE ATM, so its performance in supporting the types of services that
we offer is well-documented."

Browning explained that the ability of FORE products to interoperate
with other networking equipment helps ATMnet to obtain a competitive
advantage.

"FORE provides the best LAN emulation support. With that support,
ATMnet can offer connectivity to legacy LANs with minimal financial
impact on customers' systems," Browning stated. "By using FORE ATM,
ATMnet can deliver the scalability, performance, reliability,
quality-of-service and cost-competitiveness that our customers
require."

ATMnet chief scientist Mike Trest noted that FORE ATM products easily
handle the high volume of traffic that passes on the backbone every
day, providing direct and unrestricted access to the Internet, as
well as reliability for mission-critical applications.

"FORE ATM provides a complete solution," stated Trest. "It allows us
to serve our clients and provide integrated communications
services-voice, video and data traffic-over the same infrastructure.
FORE ATM gives us the advantage we need."