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Technology Stocks : Orckit (ORCT)

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To: srvhap who wrote (758)9/30/1997 9:52:00 PM
From: savolainen   of 1998
 
Confirmation... !!!

>>a close friend of mine is in contact with Orckit...<<

thanks for explaining... if appropriate: what does your friend think of orckit and it's management/technology?...
btw, palmdspcore should be coming along soon and may be interesting...

More info on atm over adsl: those atm features now being added to the new orckit/fujitsu chip ("in line with a new definition of ADSL known as Issue II...") might have a market/be important (would not be surprised if it had been "requested" and don't have a clue about how one adds such features to silicon/or what the advantage would be over an alternative software implementation... )... :

"ATM: Down the Copper Line
Bringing ATM into the branch office or small business is going to be the killer application for widespread ADSL implementation.

Michael Eaton
September 1997

"...ATM OVER ADSL

In April 1997, the ADSL Forum announced that it had approved a technical recommendation (TR-02) for running ATM traffic over ADSL. The recommendation, which was prepared in conjunction with the ATM Forum and ANSI, `aims to provide comprehensive guidelines for the selection of bearer channels for the transport of ATM and to provide clear interpretation of pertinent sections of the ANSI T1.413 standard.'

With the publication of TR-02, carriers can begin planning the introduction of ATM over ADSL into their networks, allowing them to offer ATM services to the branch office and the small business. Carriers will be able to push the edge of the ATM cloud out to the customer premises, with traffic from individual loops being aggregated at the central office and moving onto the main ATM core...."
telecoms-mag.com

>>First call has 4 brokers with a high of +.02 and a low est of a loss of .01. I have a feeling that this is the qtr (sept) that we will turn positive. My own est. is +.02.<<

and thanks for these first call estimates... I also don't pay all that much attention to analysts... many times the challenge seems to be interpreting their agenda... orctf analysts seem to be those that were involved in their ipo, so they are certainly sympathetic... on the other hand, don't think anyone spends all that much time on orctf, so the figures could well be a pass through of guidance provided... seems like orctf likes to beat estimates, and therefore believe your +.02 might well be in the ballpark...

best wishes
s
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