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

To: Afaq Sarwar who wrote (9362)	3/14/1999 4:20:00 PM
From: steve worthington	Respond to of 10479

FORE takes GIGAMUX to Brazil? (From RB FIBR. I believe this is assuming the GIGAMUX is a part of the ASX family.) Brazil Will be the Stage for the World's Second Largest Telecommunications Fair ATM SWITCH Several new high performance products for communication networks were reserved for the TELEXPO'99 by Fore Systems, a company working with high performance products based on ATM technology. Among the main releases is the Ethernet/ATM - ESX-2450 switch, with high density, scaleable and flexible, which offers performance not only at the backbone, but at the LAN's edge as well. Other products with similar protuberance are: ASX-1200 switch; new functions for the management software of Floreview networks, new interfaces for ASX-4000 WDM technology switch; as well as some applications such as video on demand, video broadcasting, video conferencing, voice over ATM and data. newsalert.com RIO:-)

To: Afaq Sarwar who wrote (9362)	3/14/1999 6:49:00 PM
From: Eric D. Peters	Respond to of 10479

Barb Payne...on your 1 yr. anniversary of your souring on Osicom, I wonder what your latest opinion of FIBR is. I recall that you were quite bullish for a number of years until the very dissapointing March '98 earnings report. Things seem to be going a little bit better now...no? Eric

To: Afaq Sarwar who wrote (9362)	3/14/1999 10:30:00 PM
From: CJ Quantumwell	Read Replies (2) \| Respond to of 10479

Afaq, Thank you for the web site you provided. In two months, if this offering is finalized, FIBR should stay above $20. Let's monitor the process closely. As far as the GigaMux parts in FIBR, let me share something with you. 1. EPC is a very good idea to mux/demux different data formats (sonet, gigabit ethernet, ESCON,.....) and I appreciate it. Most of the other metro companies only concentrate on the sonet side. However, we should closely monitor this product line's progress. I have seen lots of good idea/patents can't go for mass production or stay manufacturable. 2. They claimed they have $5.3M backlog for Gigamux now. We should check next Q to see if they do deliver. Again, they only shipped $2.6M last whole year. I have no experience about this company to deliver what they said. But if they do, it is bullish. 3. They claimed they have 86 potential customers evaluating the products. I really don't know how do they define "evaluate". Do they have 86 systems for them to do lab tests, field trials? 86 systems may cost them more than 50M or much more?? Or they just count whomever they show some remote interests. In the telecom industry in North America, if you can secure 5 or more potential customers, it will bring you more than millions and keep you really busy. Please remember each "real" evaluation by customer can take 6 to 18 months. This claim really cut my confidence in what they said. 4. In Gigamux itself, on the optics side, it is not in the same ball park as with Ciena, Nortel, Lucent,...; on the software management side, I can't see they have enough functions on performance monitoring, provisioning and management. However, the advantage of FIBR is they are early and small customers may potentially like their stuffs better. Therefore, this year should be good for FIBR. With the competitions closing in which are companies with sound technologies and reputations, I really can't predict what will be. This is why most analysts ignore FIBR. Please don't assume those people are stupid. They know what FIBR is doing. Regards, CJ