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To: shlomi cohen who wrote (1272)	6/13/1998 4:20:00 PM
From: savolainen	Read Replies (1) of 1998

[dt hdsl] hi shlomi, nice to hear that the papers have confirmed dt as the orctf hdsl contract... several thoughts... 1).. in the last conference call, dt was described as the "major opportunity (european hdsl) in the near future"... and this one was important for orctf : "if we were selected by dt it would be a major achievement"... and the $ look pretty good too... 2).. looks to me like dt is a major new customer for orctf... spent some time today looking over orctf "principal customers" from annual reports etc... orctf does not name names for revenues, but from cross referencing etc, it looks like dt is the prime candidate for "customer b" p.17 latest annual report (2nd largest customer for 97: $3.739 million)... and new for the year: they were not named in the 96 form 20-f as one of orctf's principal end-users (p.10)... would not be surprised if the dt vdsl connection also bears (more) fruit in the next year... and orctf/dt adsl could also be big ... tender out now.. 3).. also looks to me like orctf is edging in on eci turf... believe tamir described dt as using eci hdsl in q3 '97 cc... looking at eci's last year's annual report, dt is one of their major customers... thanks again, s

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