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Technology Stocks : Orckit (ORCT)

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To: D.J.Smyth who wrote (1672)1/14/1999 1:38:00 PM
From: Scrapps  Read Replies (1) of 1998
 
No I was only asking about that one written piece, but thanks for the extra stuff. AWRE doesn't represent much of a threat to Orckit on the hardware side since they don't do hardware any longer and are now focused only on IP. It may be worth my pointing out the fact that ECI is an AWRE licensee and markets their IP.

I'm not attempting to take a side against Orckit or you...only sharing info. and opinion. I'd think these deals between BA, AOL, GTE, Orckit and others have some flexibility built in for change...which is the nature of the beast they all deal with day in and day out. It is very likely that AWRE will make money on many of the products sold by Orckit...should Aware's patent claims hold up.

Regards,

Scrapps
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