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Technology Stocks : Orckit (ORCT)

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To: pat mudge who wrote (1388)8/5/1998 4:57:00 AM
From: SoMo  Read Replies (2) of 1998
 
[dt tender]

hi pat.

I would rather believe in your first version: 3 winners with different %. I would place ECI Telecom as one of the winner (have heard it set very low prices) and have heard Ericsson also well placed. Alcatel could be out.

do you think any contract news can help the stock given the actual cost structure and given that the market doesn't reward the co' for its big steps with GTE ? isn't the licensing problem underestimated (or actually is it the reason the stock is so low)?

thks.
SoMo.
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