DSP Group: an incredible bargain? Message Board

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Technology Stocks : DSP Group: an incredible bargain?

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To: Omer Shvili who wrote (987)	3/21/1999 11:37:00 PM
From: savolainen	Read Replies (1) of 1055

[phonet etc] hi omer, nice to hear from you, and thanks for your thoughts... on the orctf ft front.. good news to hear that they are chasing the tender with both fujitsu and lu... as i recall, it had been rumored that this was the same situation for dt... where orctf ended up taking 50% with fujitsu... did you notice that quantum seems to have sold their stake in orctf... believe this means yair shamir who is/was(?) on both the orctf and dspg boards... any ideas on what this might mean if anything? --- phonet looks interesting.. and might very well be a missing ip networking piece to the dspg puzzle.. for anyone who hasn't checked this out... worth a look: phonet.net phonet management: Akiva Dar, Lawrence Jacobs, and Nahum Budin look like the real thing... and they've got some intellectual property: US Patent #5,742,598 for "Network Based Distributed PBX System" on April 21, 1998.. will check it out when i've got a chance.. --- i also have been wondering if the new orctf/fujitsu adsl silicon might have one of the newer cores... if indeed it does, would think it would mean at some point we'll get another fujitsu licensing announcement... as so far (publically) they have only announced licensing the oakcore... am thinking it unlikely that the new cnxt hdsl2 silicon will be using a dspg core... as this will be fifth generation silicon.. and most likely will use some variant of dsp used in previous generations... and don't think previous generations have used dspg, because if they did, we would be seeing good licensing revenues already for dspg as previous cnxt/rok/brooktree hdsl silicon has been very successful... expect that previous generations didn't have the dsp functionality that this new stuff will have and suppose its possible that cnxt doesn't have what it might take inhouse, but am guessing it is more likely that they do ... til later s

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