ORCTF because I thing they will have many profit sources in '99.
1) HDSL2, ADSL, and VDSL silicon,
2) HDSL, ADSL, VDSL equipment,
3) RADSL and DMT line code (RADSL puzzling but on web site. Maybe someone can explain. I have usually only seen ORCTF involved in DMT, QAM, and whatever HDSL standard is. I assume RADSL = CAP, not correct??),
4) contracts in hand and partnerships as well...Lucent, Fujitsu, Siemens, Deutche Telekom, Telecom Italia, GTE, etc. ,
5) even tester equipment agreements. I know DR. TECH has low opinion of ORCTF, but I have not seen evidence of his assertions.
Too bad Westell won't share the things they are doing in ADSL.
Maybe their is not as much as we think that is going on at Westell.
Orckit at this point in time seems to be really going at it ( BIG TIME ),
with a solid base and solid contracts. It seems that Orckit has their
act together.
Lets all hope that Westell is really working as hard as Orckit in the ADSL market, and things may some day turn around for Westell. Still waiting.........................
All in my own opinion |
