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


To: Scott Ozer who wrote (7713)7/28/1998 6:21:00 PM
From: Mohammad Khan  Read Replies (2) | Respond to of 10479
 
Dear Longs:

So, today, Echelon had an IPO. Closed at $7 - giving a market cap
of $240M+...

Based on a limited information I have on the company, Echelon seems
to have (just my opinion only). Use you own sources to confirm the
data.

Yearly Revenue : Around $25M - $27M
P&L : Loss Around $8-$10 per year
Design houses : Around 20.
Environments : Uses Ethernet with proprietry implementation
Market Cap : Around $240M

Whereas EN (Net+ARM) division: (Again, my opinion only. Use your own confirmation)

Yearly Revenue : Somewhere between $20M - $30M (Est. for FY99)
P&L : It is said to be profitable (Not sure when I heard on one
the BB).
Design houses : many more than 15!
Environments: Uses Internet/IP based networks with an open
standard implementation
Market Cap : YOU DETERMINE!!!!
Considering that the Internet is a clear play with
this IPO, it should be better positioned than
ELON... (Just my opinion).

Has anybody talk to the EN division. I understand these guys are
extremely busy.... Osicom got a winning and proven GEM on its hand!

Don't lose a sight of this fact!