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Technology Stocks : ORTEL -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (594)	12/10/1999 4:22:00 PM
From: t2	Read Replies (1) \| Respond to of 659

Does a combination of ORTEL and MRVC make sense? Or could it be Tellium that is driving Ortel? Could even be a good takeover target. Just so many possibilities are out there that selling (ORTEL)might be too risky. The sellers just dried up on this one. Long both.

To: pat mudge who wrote (594)	12/10/1999 4:54:00 PM
From: james m. schultz	Respond to of 659

Pat, I remember you from the AMATI days. Made my first 100K for a single issue on that one. Only to lose 80% on the summer CRASH of '96. That was character building let me tell ya. Would like your perspective on VRTL. I read their annoucement yesterday, and was impressed that Tellium chose them. Will Tellium pay them a license fee for loading there software on its hardware. Is VRTL like IBM's Tivoli, or HP's openview platform. Thanks in advance. jim

To: pat mudge who wrote (594)	12/12/1999 1:39:00 AM
From: Kerry Lee	Respond to of 659

<<I'm terribly curious what happened. This and MRVC both started moving about the same time. >> The answer is simple. It is called the "Pat Mudge Factor" <g>.Looks like you've reclaimed your GURU status from Motley Fool/Amati days. Pat, pls keep sending your ideas my way and I'll reciprocate. Check out OMKT and PCMS at your convenience . Right now, I feel OMKT is probably a higher probability of success( less riskier ) vs PCMS..Look at OMKT valuation versus BVSN and VIGN. Does it remind you of the CMTO vs TERN valuation discrepency? Cheers.