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To: Voltaire who wrote (5571)	2/28/2000 10:20:00 PM
From: Dutch	Respond to of 35685

Thread, I have done a little research on this issue and please do not consider this spam. I'm looking for some input; any would be appreciated. I might be a little to close to look at this objectively. This is what I've turned up on VRTL so far. I am hoping that someone in the group could either confirm or shoot down what I think could be a very nice software play in the wireless arena. Vertel is an network management company that has developed a product called eOrb. It is a small foot print network management product that will allow network capabilities for handset devices. Currently no other application adheres to COBRA (Common Object Request Broker Architecture) standards in the handset arena. These standards are the most widely deployed middleware solutions with over 50% adoption rate in Fortune 100 companies. Until now, COBRA ORB's were to big and bulky for resource constrained environments such as those in the telecom domain, switching technology, mobile devices etc.. eORB' key benefits for the telecom environment are: * high performance, ideal for the smaller, low power CPUs found in telecom enabling devices low memory footprints ability to run in ROM allowing "instant on" operation and no need for file disk storage * its "pluggable protocol" framework allowing eORB to use a variety of protocols such as TCP/IP (IIOP), ATM, frame relay or a wireless optimized protocol These recent advances have led to several announcements for deployment from Alcatel, Compaq, Samsung and Tellium. ELON have proprietary control over Neuron chips? Who holds the patents? Echelon Please take a look at the following: patents.ibm.com License fee for eORB is $1000 for optical(Tellium) and $25(hand set). One would also have to look all optical switch potential , all wireless phones, all server compaq will be selling, plus all other deals coming down the line. Profits for eORB are estimated at 90%. Down side is they have little cash and may have to dilute. Revenue appreciation will not occur until 2nd half of 2000. What I am not sure of is the exact market potential and competitive threats. It is my understanding that they have at least a one year head start on the competition and eORB could quickly become standard protocol for wireless network access. They will be showing e*ORB at a show in Miami on March 6-8, link provided below. I have no position in VRTL, but have had before and sold to buy ELON. Any feedback would be greatly appreciated. tia Dutch biz.yahoo.com vertel.com

To: Voltaire who wrote (5571)	2/28/2000 10:36:00 PM
From: Jill	Read Replies (3) \| Respond to of 35685

Interesting points you've been making on cc tonight, V-man. The seller always has the potential to repair. He is the house, he takes in cash (even though edamo sells puts and has a different approach in many ways than you do, you are essentially saying exactly the same thing) while selling insurance. You sold insurance--your cc. Somebody is willing to pay you for your promise that should the stock rise above the strike price of that call, you will hand over your stock. Similarly, when you sell a put, you are selling insurance to a nervous nelly who thinks the stock will tank BELOW that price. With the cc, if it turns out you weren't bullish enough, you have to buy back your calls if you want to keep your stock. (Maybe you do, maybe you don't.) But at the same moment, you can sell higher strike and further out covered calls, and cover all your costs and then some. All the call prices went up at the same time. Just as with puts--if for some reason the stock tanks near expiry, you can buy back the puts you sold, for more than you were paid, but you can sell more puts further out and higher strike, and cover everything. All the put prices went up at the same time. You can ride out volatility that way. No stock goes down down down or up up up if it has good fundamentals. It's volatile, and if on occasion you happen to catch the wrong side of the volatility, you can just roll out. That's the privilege of a seller of options.