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Technology Stocks : Orckit (ORCT)
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To: savolainen who wrote (1601)11/18/1998 6:03:00 AM
From: shlomi cohen  Read Replies (2) of 1998
 
Hi s.,
After talking with Tamir I got the feeling that G.Lite is not at the highest priorities for Orckit at the moment . I called him to ask why he is not attending Robertson Stephens Conf. which ended yesterday. He said that RS did not invite Orckit and he was very upset from it. I think it is something to do with the fact that RS dropped itself out from Orctf IPO in order to take public the competitor, Aware . Maybe some new competition is surfacing out that we do not know yet between Aware and Orctf ( G.Lite) or a secondary offering for awre is coming and RS did not want orctf to speak at the conference about the inflated stock price of awre as of lately.

At the conference I learned from ECILF that they are in a process of developing adsl chip with Siemens Semiconductor and as you probably know Aware also stated in Q3 results that they are developing with Siemens Semi the Dsl- Lite for the central office.

Shlomi.
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