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

To: Afaq Sarwar who wrote (8657)	12/13/1998 7:01:00 PM
From: CMS27	Read Replies (1) \| Respond to of 10479

Afaq, Thanks for the repost. Certainly I can't disagree that Osicom has potential to serve Bell. Yes that was a while ago. My point in posting it was nto so much a comparison of technology but just another example where Osicom, with a huge lead, with "better technology" is nowhere to be seen. They had Gigamux then and they had a "hunting liscense" from NEC. What I see is a continous pattern of failing to realize potential. Gigamux, first to market in a potentially huge market and as of yet only token sales. Has everyone forgotten WCOM's trials, emailing the lab technicians? Adding up how many GigaMuxes WCOM might buy? Or has that cheer simply grown old and was updated to the new snappy Media One cheer? Net+ARM first to market yet no signifcant desing wins. Only replacing the business they had previously served with NetPrint and network cards as add ons to printers. But nothing new, outside of printers, in months of availability. IQX-200, awarded best value per port at a time when "small local ISP's were the fastest growing segment". Once again sales disapointing with a product of huge potential. One lesson FIBR taught me is that nothing replaces good management. Not the hottest technology, not industry awards, none of that means anything unless you can execute. But here I'll offer up some more potential. In regards to Aware's CEO owning shares. And let me be the first to ask at what cost basis he got those at. Here is a couple of stories where GigaMux may be used in conjuctionn with ADSL. These are awards for a RELTEC product. Yes actual contracts much like the long awaited Media One deal. At anyrate I think it offers yet more hope for you all, especially in light of Aware's CEO, so enjoy. biz.yahoo.com biz.yahoo.com

To: Afaq Sarwar who wrote (8657)	12/14/1998 1:32:00 AM
From: David Wise	Read Replies (1) \| Respond to of 10479

Afaq, these posts got me wondering if the reason Media One and Osicom haven't made their announcement yet might be to avoid tipping the competition on their strategies and plans. MediaOne doesn't play alone. They own something like 25% of Time Warner. Just wonder if they have big, unrevealed plans for, maybe even a novel approach at the booming demand for broadband: voice, data, video - radio stations, TV. Cable TV, Satelite systems... I could well understand them not wanting to show their hand too early. Certainly it will be recognized by other players that MediaOne was smarter than Bell Atlantic in their selections. The cost advantage could be enormous! And if deregulation of cable takes effect as planned (March or May), cost will determine who lives and dies. I've just been wondering why we haven't had a press release for MediaOne, yet, and that's the only GOOD reason I can find. I was concerned that something fell through, but Par confirmed actual sales, and additional sales. About a year ago Xin told me that he expected to add about 1 new customer per quarter. I commented that that didn't seem like much. He stated that each customer would continue to add-on quarter after quarter. With the number of evaluators in phase 3, Osicom could actually far exceed expectations from a year ago. By the way, I agree that LU is a very good company and stock to own. I think they'll grow for the forseeable future. But not nearly at the rate that Osicom is capable of growing. I'll readily admit, LU has less risk. If Scott B. already has his money made, by all means LU is safer. And each of us has to do what is best for our own situation. David