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Technology Stocks : Objective Systems Integrators - Check this one out! -- Ignore unavailable to you. Want to Upgrade?

To: faqsnlojiks who wrote (559)	3/15/1999 3:33:00 PM
From: Mahesh	Respond to of 599

Precisely my point. The comparisons you made are with the tools that are used to manage data networks not Telecom NEs. For those types of networks the OSI system is pricey and for Telecom networks it is not well suited. Regarding changes, my point was not that the NEs are changed out, but rather the NE software releases change. Within Telecom you will be surprised at how often the software releases are changed and how often new funtionality is added, this applies to ADMs, DLCs, Cross Connects, Switches etc. Keeping up rule sets with these changes is expensive and most vendors now are delivering their own EMS which can easily stay concurrent with the vendor's NEs. OSI's thrust to increase sales and positioning of this product in my opinion has been in the telecom market where I believe they think they can compete price wise and that market is tough for the reasons mentioned. As the MOM (Manager of Managers) the NMS within the TMN, again within that arena, I do not see OSI competing. That area is dominated by Bellcore, Lucent and for large carriers their own in house systems. Regarding their price, OSI is trading at a market cap of about 90 to 100 million, given their cost structure, their revenue growth, the potential and the DSOs, I do have different opinion on this stock than yours. Happy investing.