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


To: savolainen who wrote (820)11/21/1997 9:35:00 AM
From: Mad Bomber  Read Replies (1) | Respond to of 1998
 
[WSTL DMT]

I think that time frame is because WSTL has to integrate AMTX modems with WSTL DSLAM (I believe called Supervision). TI has consistently stated that they are on track with c6x. However, MOT did not tell the truth until the last minute so I suppose TI could be doing the same but I doubt it. They have been working closely with AMTX and getting benefits from AMTX expertise. Conversely, MOT IMO was too prideful to accept the help when offered. I think TI getting their chip out would be a good thing. XDSL promises to be a GIANT market. But if large providers do not ever start mass deployment, the technology will eventually get lapped by fiber, cable, satellite, something not discovered yet, I don't know. Orckit should be able to co-exist and get slice of the pie. In my opinion, ORCTF has good upside because they are making profit now and new business in a growing market can only add to the bottom line. The benfit of making profit is not being forced to beg for cash. I have reviewed short version of financials but am going to try and get annual report to see where ORCTF revenues are being generated from.

MB