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Technology Stocks : Orckit (ORCT)

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To: Raj Ramaswamy who wrote (1908)	9/13/1999 5:04:00 PM
From: Daniel Ralls	Read Replies (1) of 1998

Read a Merrill analyst rept on ECIL today. It had some interesting comments about ORCT. First, the rept dealt w/ ECIL 84,000 line win at DT. This win wasn't guaranteed but an indication from DT to ECIL. Report went on to say that ORCT, Siemens should get additional line orders as well. Analyst believes that ORCT, ECIL, and ALA won parts of FT tender w/ ORCT/ECIL getting 15-20% each. Networld Paris starts tomorrow so hopefully ORCT can release news about this soon if true. Believes BEL will select Fujitsu as second source and GTE will select ALA as second source. Said KPN (netherlands) biggest concern regarding ADSL is interoperability. This hurts ECIL since their equip doesn't work w/ others. Good for ORCT, ALA. ---- Did anyone hear that LU is evaluating different chipsets for their new "Stinger" DLSAM? DSLprime.com thinks they will start w/ ALA but eventually move to a different chip. Not sure if ORCT keywave chip would be selected since Fujitsu and LU compete on a systems level.

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