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

To: Wally Mastroly who wrote (7108)	6/3/1998 2:40:00 PM
From: Ploni	Read Replies (1) \| Respond to of 10479

Re: Tellabs to buy Ciena That's a surprise; I thought CSCO would take them. Maybe CSCO will now buy FIBR with petty cash. Par will probably do us a favor and ask for $20/share for his holdings, and $0.20/share for everyone else's positions.

To: Wally Mastroly who wrote (7108)	6/3/1998 8:50:00 PM
From: Mohammad Khan	Read Replies (2) \| Respond to of 10479

Wally, Consolidation in the Telecom & Networking equipment suppliers has just started! Again, the next wave is to provide multi-MBits bandwidth into homes and businesses as we have already started to see. Data and multi-media network equipment providers and telecom equipment providers have started to merge to provide a complete solution to RBOCs and others. The target market is huge. According to Bloomberg or CNBC (can't recall now), Bay Networks and Fore Systems could be the next target for acquisitions. Another Telecom Analyst on CNN fn pointed out that the consolidation could eventually result into 3-5 major players : Northern Telecom Lucent Technologies Cisco Alcatel 1-2 others. Interestingly enough, he pointed out that Tellabs itself could be a target for acquisition by one of them like Cisco.. What does it mean for Osicom? Not sure? However, it does seem like that we might not need to wait for consistent positive earnings from Osicom.. It might get just bought out if their Metro-DWDM technology works! As the telecom analyst said: TIME TO MARKET and GRABBING MARKET SHARE is what each major player is currently after! Let's just hope that Fore Systems and Osicom partnership continues to grow.. May be, we would know better next week at the SUPERCOMM event.