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

To: Mama Bear who wrote (8122)	8/24/1998 10:28:00 AM
From: David Wise	Respond to of 10479

Barbara, I would also be very surprised if T doesn't use LU for their DWDM. But then they were going to use Ciena, so I guess anything is possible. If Osicom went after an AT&T account they'd have to make some funding agreement. Unlikely, but not impossible. Right now, with a market cap around $25 million, AT&T could probably buy FIBR for the price of one DWDM deal. I expect Osicom's future is more dependent on the smaller networking companies, ISP's and such. Also, Europe. And of course the EN side. I doubt AT&T is one of the 41 or so prospective companies considering the GigaMux. But I would not be too surprised if the WorldCom/Brookes/MCI group became a customer, which could eventually be as big as an AT&T deal, as WordCom continues to grow. Just my not so humble opinion.