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

To: FreedomForAll who wrote (861)	12/31/1997 5:49:00 PM
From: leisuresports	Read Replies (1) \| Respond to of 1998

Does anyone know what the relationship of Elbit (ELBTF) is to Orckit? Are they a supplier of some sort?

To: FreedomForAll who wrote (861)	1/2/1998 8:41:00 AM
From: savolainen	Respond to of 1998

patents/standards/ interoperability etc ... hi david my take, fwiw... basically don't believe it is quite correct to say that : >>AMTX held the rights to the ANSI accepted standard for ADSL...<< The amtx/txn intellectual property may be important for efficiently implimenting functionality called for by parts of the standard, but they don't hold the rights to the standard itself .. believe this is an important distinction... also amtx (txn) is not the only one controlling such property... Motorola and Telebit (Cisco) also seem to be in a similar position... as things shake out, would expect other players, as well, to have valid claims over other various pieces which might be either very useful or critical depending on one's approach... Thus would think the number of different "licenses" required would depend on the specific solution ... with a number of different licenses required, from a number of different parties, depending on a company's particular approach... and it will be up to the lawyers to sort out the details... Due to the complexity involved don't think anyone knows how it will all shake out... believe initially, we will see many "different" ansi compliant solutions... Eventually (5+ yrs?) suppose the marketplace will separate the wheat from the chaff..... and the different solutions will tend to converge... no doubt you know a lot of this, but... to review (thanks steve g): "Most of these patents (which could be used for ansi compliance) call out methods of achieving some functionality, and the standard calls out the functionality. The standard does NOT call out the method..... If one can figure out a way to do the same functionality (ie training time, or time domain equalization, etc.), then one need not license ...." Message 1774895 In a nutshell, believe this is orctf's position... btw believe they have not ruled out licensing (from any party) if it improves their position... believe (hope) they're pragmatists at heart... Also there seems to be some confusion over "licensing" and "interoperability"... Just because two parties each license a specific set of patents, it does not necessarily follow that each licensee's overall adsl solution will be "interoperable" per se... no doubt it makes it easier, as there is more potential commonality... but this is pretty complex stuff with many aspects.. In other words, when alcatel and amtx cross licensed, they didn't settle on a common adsl solution, they simply agreed not to pursue each other in court over certain issues... Of course, i would feel better if orctf held some intellectual property cards to play, but don't think we know what they might have up their sleeve... for adsl this is no longer simply orctf, but orctf and fujitsu (n. america- adsl equipment and adsl silicon worldwide) ... would guess this means something for both intellectual property and the intimidation factor... maybe i'm rationalizing, but would think some who would not have a flicker of hesitation taking on orctf, might think twice before calling out fujitsu ... also the rockwell/orctf partnership might bring something to the hand... In the end, would guess that excellence of engineering solution, marketshare, and business plan are most important at this stage... if orctf/fujitsu needs to license any pieces, believe they will... believe pragmatism will be the bottom line... and that they will be able to license, as those patents, deemed potentially critical for the ansi standard, are required to be licenseable for a "nominal" fee... hope this helps s btw...bozo posted a lot of careful work on various parts of patent specifics last summer on the amtx thread ... don't remember anyone particularly thanking him... so if you're out there bozo... THANKS....