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

To: CMS27 who wrote (9176)	1/22/1999 12:12:00 AM
From: David Wise	Respond to of 10479

Interesting. Do you know how much of this co. is owned by MRVC? I did notice that their product won't start shipping until 2nd Qtr. 1999. Also, their October 10Q blames lower revenue than expected on not being able to deliver new products as quickly as expected. They recently issued $100,000,000 in convertibles, but at 5% and convertible at about $27, so not bad, except for heavy debt. Still looks interesting. Still don't have DWDN, though, and even if DWDM is available by 2nd quarter, companies will just be starting on trials with their particular configurations to see if product works (as we're all too familiar with). David