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: Eddy Blinker who wrote (9266)2/22/1999 3:10:00 PM
From: CMS27  Read Replies (2) | Respond to of 10479
 
Eddy,

I thought those were viable and on topic links for the thread.

However you raise an excellent the point. Lucent does not have a metro product yet. They are only a multibillion dollar company and leader in the telecom equipment supplier category. They have Bell labs sure, they have long haul DWDM with complimenting fiber optic cable. The fact they can supply multiple components for the buildout of a network that will contain DWDM equipment, thereby allowing them to discount the DWDM since the project revenue will be the sum of the whole project is inconsequential. The fact that they have more sales people than Osicom has employees is meaningless. And certainly to believe any of these things can overcome the fact that Osicom has a product ready to ship today, what a 6 month lead now, is absurd! Oh and bank on Lucent having to go through even more months of testing for thier DWDM than Osicom did. Who in the telco business is just going to trust Lucent, ha, Osicom leads the Metro DWDM field, surely they are much more trusted that Lucent.

Thanks for enlightening me.

Scott