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Technology Stocks : Orckit (ORCT)

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To: savolainen who wrote (1484)	9/10/1998 1:39:00 PM
From: SoMo	Read Replies (3) of 1998

[H&Q conference/Eric Paneth] Hi savo and everybody, I'm back from the H&Q conf' where Eric Paneth took a presentation of the co'. here are a few interesting things I noticed at the conf' and I could get from Paneth after the conf'. cost reduction plans the new adsl silicon is to be prototyped-ready for the end of the year and produced in quantities in Q1/99. there are many other ingredients in the co's cost reduction plans, especially ATM side...the co's stresses biggest efforts on this issue now. DT win the co' considers there is much more potential in the DT account than in GTE... very strategic win...(45.2 million phone lines, 2.9 million ISDN lines, FSAN) VDSL VDSL currently tested by DT, Bell Canada and Telia...and integrated in Siemens and Fujitsu plarforms. significant revenues in 2000, along with FTTC growth. GTE sales GTE still very strong...no sales postponed. US sales should account for 50% of co's sales this year...(and it's all GTE) gross margins Paneth was very cautious...seems like GTE account could be GM positive fom Q1/99 and DT account for later in Q2/99. france telecom major competitor there seems to be Alcatel... that should take a portion (maybe all) of the contract for at least "political" reasons the same way Siemens got a symbolic 10% of DT contract. the co' may not be as aggressive for ft than it was for DT. my overall impression. the whole story is still intact...actually it's only getting better (especially after the DT win)...the name of the game is now cost reduction... the stock is now 15 3/8...and I think it could further go down...I'm now waiting... bye, SoMo.

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