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

To: Mama Bear who wrote (8849)	1/4/1999 11:39:00 AM
From: Afaq Sarwar	Read Replies (1) \| Respond to of 10479

Barb, "Bruce, 'Cambrain' isn't Osicom. Sheesh, I thought that was a typo the first time you did it." So, that is the strength of your argument? No wonder you are reluctant to admit being short. Sure, Cambrian is not Osicom, and most likely will not be, if ever, in a long time. But it still was valued for $300 mil. by Nortel. No wonder it has been commented that Par would not sell for less than $75. Makes perfect sense. And so that you know why Cambrian is not Osicom. Because it does not have available a metro DWDM for sale yet. They will not have it for quite some time. Once they bring it to the market, they will have to go through trials and evaluations, for a long time. They do not have any thing like EPC. Out of the 78 companies evaluating GigaMux, 38 became interested due to EPC. Cambrian is still developing their first generation metro DWDM, while Osicom has already sold and deployed their second generation products to several telephone/networking companies, and is working on their third generation products. I hope this will help you realize how under valued this stock is. But not for long though. Afaq Sarwar