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Technology Stocks : Orckit (ORCT)
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To: savolainen who wrote (1696)2/4/1999 4:02:00 PM
From: J. Patrick Coffey  Read Replies (2) of 1998
 
Good contributions. I think the information I got off of Aware's site is worth sharing. It actually associates PairGain with Rockwell and not Orckit. Maybe PairGain will be the sleeper stock that catches us all by surprise. They were the first company to dabble with HDSL and have pushed it as their primary product for some time. Yes, Coppermountain seems to be paying homage to the HDSL technology and I believe they have a reference to a Telechoice article supporting the viablity of HDSL2 (I'd reference it, but it has been a while and I don't know where it is on their site.) Anyway, the following is from Aware's home page:

aware.com
Core Technology Providers
Core DSL technology providers supply the intellectual property, including patents, system designs and models, and software that are required to build the integrated circuits that are required to build DSL equipment. Technology providers may be delineated across two key dimensions:

Standards-based (DMT) versus non standards-based (CAP & QAM)
The principal providers of standards-based DMT technology include:

Aware, Inc.
Orckit Communications
Alcatel
Amati/Texas Instruments
PairGain Technologies
Independent versus Captive or Exclusive
Examples of companies that are independent suppliers of technology to semiconductor customers include:

Aware, Inc
Orckit Communications (*)
Examples of companies that are captive to larger vertically integrated organizations or exclusive to a particular semiconductor manufacturer include:

Alcatel (captive to Alcatel)
Amati/Texas Instruments (captive to TI)
PairGain Technologies (exclusive to Rockwell)
Key Point
Aware is one of the only truly independent suppliers of core DMT-based DSL technology. (*) Orckit is largely pursuing an DSL equipment strategy versus a technology licensing strategy.

I hope this will help as we try to determine who the key players are in this burgeoning market. I say we need to keep our eye on PairGain in addition to Orckit. Additionally, PairGain makes money and is well established in the DSL market with a Market Capitalization of around $800 million.

- The Zonian
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