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


To: Joe Wagner who wrote (9680)5/12/1999 11:59:00 AM
From: J.B.C.  Read Replies (1) | Respond to of 10479
 
I want give you "longs" all something to think about:

The reports from Osicom are that the life cycle for to book orders for the giga thingy is 18 months for the evaluation process. Let's think about this for just a minute. Imagine yourself as some type of fiber bandwidth provider and you recognize the "need for speed". Your whole profit model is dependent upon getting this speed in place. Anyone seriously think that a truelly profit driven company is going to take 18 months to go through that evaluation process? My belief is that they ain't lined up down the street to place those orders.

Disclaimer: I have NO position in osicom.

Jim