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

To: Ron Reynolds who wrote (8306)	9/18/1998 2:15:00 PM
From: craig crawford	Read Replies (2) \| Respond to of 10479

>> I feel left out. What am I...chopped liver? << Sorry. Simple answer to that question. Anyone can build a short-haul DWDM if they spend enough money to do it. I am not saying that Osicom can't build a suitable product for sale. I am saying that they can't build it on a large scale for a reasonable price. An analogy would be AMD vs. INTC. AMD can make a chip competitive to INTC, but they seem to lose money every single year. They can't seem to sell them at a profit. I don't think Osicom has the world-class manufacturing facilities of an Intel or a Lucent. I think a huge company like a Lucent can wring out price concessions from suppliers because of it's size and volume commitments. A company like Osicom can't. That puts them at a disadvantage. That's one reason why I think Osicom will fail. Perhaps they can build a few Gigamux units that are acceptable to customers like Media One, but can they do it on a large scale? At a profit? Doubtful...