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Technology Stocks : Orckit (ORCT)

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To: IngotWeTrust who wrote (1081)	4/3/1998 5:28:00 PM
From: bill c.	Read Replies (2) of 1998

[ UBS report... Fujitsu/Orctf wins GTE-ILEC business ] ....ANALYSIS We believe that Cisco's partnership with GTE is not going as well as Cisco had anticipated. Last year Cisco and GTE signed a partnership that stated that GTE could purchase $1 billion or more from Cisco over 5 years in key product areas such as WAN switches, routers and dial access platforms. Based on our research we believe that Cisco has recently been shut out of two key equipment areas at GTE, WAN switching and ADSL. In the WAN switching area we believe that Ascend has won a large contract to supply 200 WAN switches to the CLEC part of GTE. We also believe that the ILEC part of GTE, which is completely separate from the CLEC side, will continue to purchase Ascend WAN switches. In the ADSL area we believe that Cisco was beaten out by Fujitsu/Orckit. The dial access business is not going Cisco's way either, as we believe that Ascend continues to be the dominant supplier to GTE. We do believe however that Cisco is in good standing at GTE for routers and is selling the GSR 12008 and 7500... ...Cisco Apparently Loses ADSL Business at GTE as Well We believe that in addition to the loss in the WAN switching area, Cisco has lost out on the ADSL business at GTE as well. A couple of weeks ago Cisco purchased Netspeed, an ADSL start-up. It was generally thought at the time that the reason Cisco purchased Netspeed was due to Netspeed's strong standing at a couple of LECs, namely US West and GTE. At US West Cisco/Netspeed is firmly entrenched as the ADSL supplier. We believe however that at GTE, Cisco/Netspeed has lost the ADSL business to Fujitsu/Orckit. Yesterday Orckit stated that it has been selected for a large-scale rollout of ADSL at an unspecified carrier. We believe that carrier is GTE. It is our understanding that Fujitsu/Orckit is coming in at very attractive price points which helped them win the business." exchange2000.com

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