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Technology Stocks : ocom breakthrough technology -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (555)	7/21/1998 10:03:00 AM
From: mod	Read Replies (1) \| Respond to of 994

Roger, Why exactly are you short OCOM? You do realize that they have shipped many systems, so this is not a scam company without any hope of a product. There are some technical problems, so they haven't been paid for most systems yet (somebody paid them $100k, so the system must work well enough for them), but they appear to be correctable. If they are, revenues and sales should ramp up quickly. Even if they aren't, there has to be some value to OCOM technology and patents to a larger player, like Lucent. So I see limited downside compared to a large upside. Doesn't seem like a good short candidate to me. Dennis