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Technology Stocks : Orckit (ORCT)
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To: savolainen who wrote (1862)8/4/1999 8:27:00 PM
From: Daniel Ralls  Read Replies (1) of 1998
 
Allegiance Telecom might be one of the CLEC wins:

fnc.fujitsu.com

is outfitting its New York and Dallas networks
with Fujitsu transmission equipment to provide reliable voice,
data, and Internet services.

from ALGX's earnings press release:
biz.yahoo.com

Allegiance began deployment of symmetric DSL equipment in seven markets in June. At the end of the quarter, equipment had
been deployed in 25 Allegiance collocations, and we also installed what we believe to be the first commercial application of the
new HDSL2 standard. (Note: The HDSL2 standard requires the use of only one unbundled loop, instead of two for the older
HDSL standard.) We are currently conducting customer trials of the unsymmetric ADSL equipment and plan to initiate
deployment in the third quarter. The Company believes that with the scope of its existing networks, the number of collocations it
has in service and its extensive direct sales force, it is well positioned to commercialize DSL and bring its customers the tools
they need to prepare for an e-commerce environment.
-----

ALGX is a nice sized CLEC ($3 billion mkt cap). I wonder if they are using CNXT/ORCT HDSL2. CNXT is shipping it and have said that demand is strong. So ORCT might be getting both HDSL2 and ADSL from this company.
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