Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (29138)	11/17/1999 12:24:00 PM
From: Teri Garner	Respond to of 108040

Fiber optic play: ORTL. Co. pre-announced they will BEAT earnings. Will report next week... Recent LA Times article on ORTL: latimes.com "There is a lot of interest in this space," said Dave Kang, an analyst who follows fiber-optic equipment companies for Cruttenden Roth Inc. "Some people think Ortel is next [to be bought], and then there is the Tellium factor." Ortel owns 18% of Tellium, a New Jersey firm spun off from the former Bellcore, the research unit once run by phone companies. Analysts say that stake looks valuable now that Cisco Systems and others are buying up small optical firms, and as the shares of a Tellium competitor, Sycamore Networks, have zoomed to $233.75--and a market value of $18 billion--just weeks after their initial public offering at $38 a share.