ORTEL Message Board - Msg: 11897635

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Technology Stocks : ORTEL

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To: pat mudge who wrote (539)	11/11/1999 9:25:00 PM
From: Madharry	Read Replies (4) of 659

Pat, for me Tellium was literally the only reason I purchased ORTEL. From what I understand TEllium competes in the Cerant and Sycamore arena, and Tellium has a complete product, a larger contract with EXTANT and I heard third hand that they are bidding on six additional contracts now. I have not confirmed this with Tellium management, because I am holding what I own it is already too much of my portfolio. But I know you like to do hands on research so you may want to pursue this with Tellium management. I know SUtro has some recent report on ORTEL valuing ORTEL shares at $70 a share and given TELLIUM a conservative $5 Billion valuation. IMHO that is conservative indeed.

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