SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Osicom(FIBR) -- Ignore unavailable to you. Want to Upgrade?


To: WebDrone who wrote (8858)1/4/1999 1:14:00 PM
From: Bryon Bothun  Read Replies (1) | Respond to of 10479
 
>>Osicom ahead of CIEN's Metro Firefly?<<

This is a good example of the problem defining the market. The Firefly is ready, but not what the market wants. the Firefly is a short-haul, but not necessarily a metro, product. By that I mean that is does the same thing as their long haul but with less amplification (and cost). The market is not quite sure yet if it wants a Metro that functions like a long-haul or something else. The Gigamux is something else, and is ready, but again we're still not sure if the market wants it. I think that is the whole Long-Short debate in a nutshell. I'm long (and also not above rooting for the Pack, as I was yesterday).

Bryon