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

To: Bryon Bothun who wrote (8854)	1/4/1999 12:32:00 PM
From: Bryon Bothun	Respond to of 10479

A Post from RB Someone asked to have this posted here. >> Uh, let me think now: 1. Significant accumulation by various money managers and institutions. 2. New investor-relations PR firm employed and about to make a decided impact. 3. MediaOne likely (if not already) to install Gigamuxes not just in Atlanta but in ALL of its cities. 4. U.S. West stamp of approval with its 12-million-dollar contract with Uniprecision (this quarter). 5. Significant analyst coverage is not far away. 6. Huge joint ventures and other Gigamux announcements might come in January. 7. Major European sales in the works. 8. Eight bidders on the Uniprecision plant, which could net a minimum of $50 million in cash. 9. NMS listing. 10. China purchase of Gigamuxes with FIBR winning out over 11 other contenders (can you say "Lucent"?) to build new network from the ground up !! 11. 78 Gigamux evaluators with no drop-outs. 12. Net+Arm wins top 25 tech award. 13. Net+Arm spin-off won't be a rights offering. It'll be a traditional IPO. Tucker Anthony won't handle the IPO. Other major brokerage firms are seeking out Osicom to get the IPO deal. 14. 1999 Revenue from both companies could easily be $200 million. 15. Currently selling at about 1 times revenue (combined companies). 16. DWD-N. I repeat "N"!!! for networking the "last mile" Will be new industry standard 17. Road show Gigamux seminars are being attended by major players. 18. Revenue multiples in the industry range from 3 to 15. 19. Breakthru EPC technology brings in 38 new evaluators !! 20. Texas Utilities buying and installing the gigamux ! 21. Gigamux is now selling in the US , Europe, and Asia !!!! 22. Low float of 4.8 million and over half in tight hands . 23. Shares outstanding a miniscule 8.3 million Nortel buys Cambrian to acquire a Metro DWDM for $300 Million Echelon IPOs for $200 million market cap, now down to $100. NetSillicon is strictly better and the net rumor is that NetSillicon has eaten six of Echelon's customers. The Hong Kong factory will sell for an estimated $50 million. Osicom will let it go because the margins are only 20% and because it will help business and the share price for Osicom to have $50 million cash on hand. I value Osicom at $530 million, or $58/share, minimum. When it gets to $58/share, it will be clear that it is worth far more. There are no filings because Osicom no longer finances by diluting their equity. Osicom has a new line of credit backed by the strength of their balance sheet. Osicom has redeemed $750,000/month of the convertible preferreds for each of the last two months and made a clear statement that this practice will continue. This cash came out of current gross income. Fourth quarter will have dramatically increased revenues and the earnings loss will be near zero. (positive or negative) Until last summer, Osicom used equity dilution to build their new businesses. The character of this practice has changed and they are focused on REDUCING the shares outstanding. They have kept every technical promise and achieved their business goals for the Gigamux and NetSillicon. Furthermore, each of the Osicom divisions has new management. Third quarter revenues were very good for the gigamux. There were some nice sales in situations where fiber was exhausted. Belgiacom bought gigamuxes with no evaluation period due to pressing need. Fourth quarter will have dramatically increased revenues and the earnings loss will be near zero. Gigamux and NetSillicon earnings increased last quarter. Gross margins improved. -RedNK54 <<

To: Bryon Bothun who wrote (8854)	1/4/1999 1:04:00 PM
From: WebDrone	Read Replies (1) \| Respond to of 10479

Bryon, Osicom ahead of CIEN's Metro Firefly? One of the problems Ciena seems to be having is selling their Metro wdm thingy. I mean, other than the obvious TLAB and T deals falling through. So, there is having the box, and selling the box. I only wish I could buy a straddle on this stock, as it sure seems like a great winner or one for the dumpster- my only prediction is it is not going to hover around $18 for a long time! But then, I am a Packer fan who will root for the Vikings when appropriate. As for anyone who is 100% in ANY stock- please, diversify. I learned the very hard and painful way when my favorite stock accumulated a zillion shorties and quickly (3 days) went from $19 to $5 1/2 (MRVC). I was sick for months about it, but learned a valuable lesson. Perhaps it is a lesson one must pay for to really learn... WebDrone