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Technology Stocks : Orckit (ORCT) -- Ignore unavailable to you. Want to Upgrade?

To: savolainen who wrote (1818)	6/13/1999 3:57:00 PM
From: Peter Kerling	Respond to of 1998

EPS USD 2,00 in 2001 would be nice. But It's hard to predict, what market share orct can receive in the xDSL market. I owned both awre and orct but sold awre as the stock was doing nothing, because I thought orct will show stronger growth and has the better technology. I still think they are better positioned in europe than awre (or their licensees) due to good ISDN-compatibility. As far as I know, ORCT is the only company that ensures ISDN-compatibility, so that clients can keep their ISDN-equipment. Do you know something about Alcatel's xDSL-solution? What about ISDN there? While awre will benefit from additional markets such as intranets, home-networking etc. due to their CSCO-deal, I didn't hear anything about orct to expand their product pipline into such fields. I would like them to go there, too. It's a pitty, that they don't benefit from CSCO's marketing power and selling force. Regards. Peter