ORTEL Message Board - Msg: 10004017

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Technology Stocks : ORTEL

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To: QuietWon who wrote (438)	6/6/1999 9:39:00 PM
From: Johnny Canuck	Read Replies (1) of 659

I would not be surprised to see an upgrade soon. It looks like they have almost finished their transition. They have disposed of their 980 nm business. They will be disposing of their wireless division. It looks like OC-192 is finally starting to take off. It even looks like they are taking more market share according to the CC. Cable infrastructure demand should be strong. HLIT is a good indication of this. They are expanding marketing in North America which should be a positive ,though a short term drag on earnings. They need to show that they can execute though, which is something they have not been able to do the last 3 Q's. On the down side they can't cut operating expenses any further to help their bottom line if they get into trouble. Let's see how the stock reacts next week during SuperComm.

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