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Technology Stocks : Orckit (ORCT)

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To: P1edPiper who wrote (1022)	4/5/1998 1:57:00 AM
From: savolainen	Read Replies (1) of 1998

[some wrapping job] greetings piper have been meaning to get back to you, but have been somewhat distracted by events... and altho you've probably made yours on this one by now... <g> will respond anyhoo.. >>Orckit the GTE home team? Ahead of what schedule?<< was actually referring to previous discussions with srvhap re. usa in general >>I don't think the street figures out all these intricate little contract deals because the details are kept under wraps.<< some wrapping job... what's the good doctor putting it at? $330/line (now that's a nice round number)... and we don't even have an announcement yet... but then again he wouldn't be interested in putting a little spin on this would he? <g>... didn't exactly follow his logic there... if the the clec business will have more lines deployed than the ilec by year end 1998... why's he so agitated? <g> >>If the winner low balls the rest they better have a profitable solution in the LONG run or they are DEAD<< agree.... but then orctf shouldn't have anything to worry about if this is just a hollow deployment <g> ... or is it that the problem is the other way around and there are a lot of lines involved and therefore orctf will lose that much more?<g> >>Are you privy to Orckit's silicon solution? Its cost-effectiveness to say ALA or WSTL.<< no... just kinda shooting my mouth off...... but figure wstl wanting to use first generation after proof-of-concept trials was some sort of vote of confidence <g> >>Please enlighten the less informed. I like your thinking on such a day as this and would like a reason to buy beyond DT<< buy? sounded like you rather had selling in mind... and how did sf get it wrong about csco taking this one? and what does dt have to do with this? <g> and now what was that you were saying about... lu's long-term solution (> 18 mos.) without wstl... and Amati increasing chip power rqmts...like 8W!.. ;)... actually i am quite interested... just funn'n best o luck s

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