[cc]
hi shlomi and all,
know you and others not in the usa, may not have ready access to the cc replay so here are some highlights...
first, am still not sure that analysts are really picking up entirely on what is going on... will probably just take some time... know it was a "bad day" on monday, but remarkably few questions on the cc considering...
highlights (new info) from cc:
- dt was mentioned for adsl/vdsl/hdsl... orctf is in the running for all three...
- orctf/fujitsu gte win seems to be opening doors in the usa.. providing momentum
- gte sounds big... concurrent deployment in 16 states... not one state at a time...
- virata will be long term relationship, new product to orctf's spec's
have taken up rough paraphrasing/transcription, so will give topic and then "notes":
update on dt (adsl):
"dt published a tender at the end of 97 ...for supplying a limited quantity of links about few hundred for a trial.... we were selected together with two other co's... later on we supplied a quantity... and the other co as well... it was a major achievement for orctf... experience went very,very well... dt is now moving into a large scale deployment... they have published tender and probably the submission of the tender is in the very near future... and i believe there are going to be results in a few mo's..."
update on dt (vdsl):
"dt published vdsl tender a few months ago for a very limited quantity... and we were selected there along with fujitsu japan... not the same fujitsu that we are working with in the us... don't expect large scale deployment of vdsl in 98... lots of small field trials, lab trials (?) and discussion with the telecom co's.. i believe we will start to see signs of the market next year..."
(this is the first i've heard of orctf working with fujitsu for equipment outside of the usa... interesting that it is for vdsl and also interesting that it was not siemens... and also interesting that it is another branch of fujitsu altogether.... would guess that this would have something to do with the specific product/application in question)
update on dt (hdsl):
"european hdsl growing....irrespective of the growth of adsl... growth of hdsl is around 30%.. major opportunity in the near future is dt... last carrier to adopt hdsl... all the other carriers in europe have already deployed hdsl... so you can't.. depend(?)on existing growth which is 30%... not too many new customers... new potential customers are dt and eastern countries... turkey.. poland and others.... we are competing in all of these tenders... if we were selected by dt it would be a major achievement.. but it still is in the process of tenders.. the eastern european co's quantities more limited than dt, but is still potential growth..."
gte:
"gte published that they are going to put the equipment in 300 co ... this is very agressive and i think they will meet it... i cannot disclose the numbers... i believe they will stand behind...their formal presentation..
.... fujitsu is building all the technical support to make it happen ... it is going to be large scale... it is not going to be one small state at a time and see how it works and then continue... we are preparing it on large scale... concurrent deployment in 16 states...."
virata:
"virata developed a very good atm technology... we started to work with them in two european accounts... and when the technology worked very well and was one factor in our success... we decided to enter with them into discussion for long term relationship... they will develop their products based on our specifications and based on our direction ... signed agreement last week, but have been working with them for the last 6 mo's in a very successful way ..."
questions (and followups) that were not asked:
- silicon update for adsl/vdsl/hdsl2?
- any info on g.lite progress, silicon or other?...
- how will modems/nics be handled for gte and other?... (long term)
- how will gte schedule affect margins?
- how will gte affect revenues (timeframe)?
- what is the relationship between orctf and fujitsu japan?.. and which vdsl-related products are involved/being developed? (set-top boxes?)
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back to your comments re secondary:
how do you see orctf using the $ from the secondary (should it happen)?
if tamir and paneth sell portions, how much do you expect them to keep? in other words... will we still have significant management ownership?
any and all info appreciated when you have the time...
thanks
s
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