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

To: CMS27 who wrote (8411)	10/16/1998 10:41:00 AM
From: Scott Ozer	Read Replies (1) \| Respond to of 10479

Any comments on the Release today about the design houses? Seems the more people pushing the product the higher the Revs will be. What was the last reported number of design wins for NA?

To: CMS27 who wrote (8411)	10/16/1998 2:42:00 PM
From: Afaq Sarwar	Read Replies (1) \| Respond to of 10479

Scott Bailey, Yes indeed, big time hype. I feel sorry for him if this guy really believes in that hype. Otherwise, I guess, he is just doing his "job". Here is a response that was posted by our own Optician1: ---------------------------------------------------------------------- <- Previous Next -> Message 16420 of 16447 Reply Mr. Institutional Investor Optician1of1 Oct 16 1998 9:48AM EDT Dear Sir or Madam: I have read your post and find it amazing that you are not aware of opeational metro-DWDM commercial installations (far beyond Ciena's suggested tests and aspirations). You should check the home page of Osicom ("FIBR") who made the first installations in Switzerland and Spain in the first quarter of 1998 followed by installations in Texas (Texas Utilities....the 4th largest telco in Texas) and a large European national carrier plus a large installation in Atlanta with a RBOC affiliate. FIBR has over 50 potential clients testing the metro-DWDM product that is shipping. I am a fairly substantial investor and am not affiliated with FIBR otherwise. I agree with your and Dr. Nettles assessment of the metro market and also point out that Ciena has consistently promised product and missed 1998 delivery dates. It is my further understanding that a reason AT & T and others have avoided Ciena orders has a relationship to the active nature of their DWDM vs. the passive nature of FIBR's. I am trying to determine whether the Ciena product set generates heat that causes error rate increases over long usage times of fiber optic cable. I am not a technician and am not a rumor monger...only an investor trying to keep up with a high ramp up market so don't interpret any of the above as negative to Ciena. If you do have information on Ciena's technology or why they are under a dark cloud in the marketplace please share it. Optician1of1 ---------------------------------------------------------------------- Afaq Sarwar