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

To: Don Walster who wrote (836)	12/8/1997 4:47:00 PM
From: D.J.Smyth	Respond to of 1998

there must have been some significant after hours buying in orckit to have given it a $1.25 gap up today. it appears some mutuals are catching on relative to this technology as a 75,000 block trade on the buyside at $21 3/4 on a slight sell-off. so, support is appearing above $21. you'd think it would have received a greater premium to date since their modems are smaller, more cost affective and are able to transmit both digital and analog signals on a single line.

To: Don Walster who wrote (836)	12/8/1997 9:46:00 PM
From: savolainen	Respond to of 1998

globes' rok .... Greetings Don Thanks for posting the globes version, seems to have taken them a while to get around to it ... checked a while ago after the original announcement, but couldn't find anything.. the original was something like 3 weeks ago and the market seems to think it is good news indeed... Think orctf was something like 17 and change at the time... since then there's been siemens too .... but don't think that news (again great) has really had much of an effect yet... still tho, no revenue for a while yet from either of these announcements... Original on 11/17: orckit.com New info from the globes: "..Paralleling development will be an intensive standardisation process, implemented through the ANSI, the US Standards Institute and ETSI, the European Telecommunications Standards Institute..." That rok and others will be pushing can only be good news.... and seems to point to consumer product... best wishes s

To: Don Walster who wrote (836)	12/9/1997 9:50:00 PM
From: savolainen	Respond to of 1998

orctf/ voclf/ dspg ..... Hi Don, thought your name sounded familiar, but didn't make the connection until... shlomi's recent post jogged my memory... of course voclf... would like to thank you for all your work and generous sharing of info on the voclf thread... Over the thanksgiving holidays, i read the thread... Missed the run, trust you did well... as i recall you were in under 5 or 6... great (continuing) story... Since voclf is on sale now... am starting to nibble around the edges.... First time around, didn't take the ip telephony story that seriously, was distracted by the coming rollout of broadband and only recently made the (obvious) connection between the two... Think the european market is a little ahead of the usa, and siemens/dt is ahead of the curve... good news for both voclf and orctf... Imagine you have read the recent news of Siemens/orctf for vdsl... that one put it over the top for me... During my voclf research ran across references to the dsp group (dspg). Interestingly this co is involved with both orctf and voclf... and may be one to watch... making money... not particularly highly valued... seems to have had some management problems in the past but maybe behind them now, and positioned rather well for both broadband and ip telephony ... will be interesting to see where they are in a couple of years... Yair Shamir, a director of dspg and former c.o.o. of Scitex, also sits on the board of orckit (since 10/95). Believe orctf and dspg have been working closely together for years. Orctf's current adsl silicon uses a dspg core... and quite probably the new fujitsu chip will as well. (Fujitsu recently licenced). We don't know about the new orctf/harris (harris has licenced) or orctf/rok silicon (don't think rockwell has licensed), but .... DSPG also controls significant significant portions of the intellectual property for speech compression algorithms (Truespeech) which are being backed by Microsoft and Intel as the audio codec standard for internet telephony... and at least portions of which are already embedded in windows 95... Other licencees besides microsoft and intel include (among others) atmel, cirrus logic, creative labs, dialogic, ibm, lsi logic, lucent, netspeak, philips, rockwell, siemens, ti, us robotics and vocaltec... not a bad line-up... "To date, the company's (dspg) royalties from truespeech licenses have not been significant"... again, a lot depends on which standard wins out, but.... More to the story, but have gone on long enough... Don't know if you noticed, but some additional (first) thoughts on rok/orctf Message 2750832 If you are familiar with dspg would be interested in your thoughts, and do you still follow voclf? best wishes s