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Technology Stocks : Orckit (ORCT)

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To: shlomi cohen who wrote (839)	12/17/1997 7:59:00 PM
From: savolainen	Read Replies (1) of 1998

strategic dividends .... Hi Shlomi Orctf's european strategy of each country with best country-specific partner, does make a lot of sense... and looks like its paying dividends... No doubt you noticed the recent lu/orctf announcement for the netherlands 1000 line trial... Sounds like the netherlands is getting pretty serious... and orctf has a great partner (and maybe the inside track)... found it interesting that the adsl equipment sounded like it was all orctf... Even a thousand lines should add to the bottom line, tho as the trial is underway... no doubt much of the revenue has already been booked... hans' post from a month ago seems to imply that the next step could be rampup..: >>...I talked to the maneger that organizes the test and he said that if the test results are positive all of the Netherlands will be a market for KPN. KPN is a former state company that became a public company only a few years ago. They still own about 95% of the provate household market in the Netherlands (a total of probably 6 to 8 million connections). .... The KPN guy told me that they were only used for testing and no deals were yet made with any other company for one of the most important reasons to choose for a specific ADSL supplier would be speed and volume of delivery the supplier can make...<<< Message 2726442 With lu's involvement believe the netherlands looks that much better ... don't expect changes from either partner for the next stage... as press release read: "jointly selected"- probably both are important to ptt telecom... Would expect that when the time comes to make the pitch on the next round, that lu/orctf will step up and say something to the effect that... " We make a great team, world class networking and telecommunication skills coupled with bleeding edge xdsl expertise... we know your telecommunications systems inside and out from top to bottom. We have successfully worked together with you in the past, and together we can reassure you that ramp-up will run smoothly and as promised. "... not a bad pitch (or team)... :) On the issue of speed and volume of delivery (of equipment), lu no doubt can cover their responsibilities and should be able to give believeable reassurances for all... On orctf specifics: would think the pending distributer announcement/coupled with new silicon should take care of modems... Don't understand tho how manufacturing of other equipment (dslams) would be handled... for the usa seems like fujitsu will take care of it.... for siemens, again seems like such would be primarily their responsibility... In this case tho, it doesn't sound like lu, but rather orctf... sounds great for margins, but .... how?? Am not particularly worried as orctf and lu no doubt have plans/options in place... and orctf has figured out how to get their hdsl equipment built in volume... suppose they might turn to these same hdsl resources for adsl equipment... or maybe play some politics and cut a deal with a Dutch Co? Any thoughts? btw... as of late 96/early 97 orctf was supplying "its HDSL modems to ... Telefonica Spain (in partnership with Lucent Technologies)..." can the pattern repeat?... bet some are working on it.... :) thanks s

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