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

To: shlomi cohen who wrote (1112)	4/13/1998 9:17:00 AM
From: IngotWeTrust	Read Replies (1) \| Respond to of 1998

[Telechoice Article--Latest Pre-Opening Quotes:] Hi, Shlomi, From Telechoice : April 13, 1998 -- GTE Corp. has finally laid its cards on the table -- a DMT-based solution from Fujitsu using its SPEEDPORT equipment, developed with its partner Orckit. GTE is aggressively going after DSL, with plans to roll out its initial DSL services beginning in June,and ultimately originating from 300 Central Offices in 16 states across the country by the end of 1998. These 300 COs address a total of 6 million potential subscribers. Full text: telechoice.com ...early quote is 2500 shares traded at 20.62 1000 shares traded at 20.875 1000 shares traded @ 21.37 2000 on bid, 1000 ask... Bid 21.75 x 21.875 @ 8:26 CST 8:29: 21.50 x 21.6250 1000x1000 8:30 21.25 x 21.50 2400 traded at 21.50 8:31 21.125 x 21.50 1300 traded at 21.50 8:35 20.625 x 20.75 vol 23,300 of course that size is only the hand the MM are "showing." Good Investing O/49r

To: shlomi cohen who wrote (1112)	4/13/1998 7:46:00 PM
From: savolainen	Read Replies (4) \| Respond to of 1998

[surfs up/gte] Hi Shlomi, thanks for the info.. don't think fujitsu/orctf could do much better... gte is the #3 local-access telephone company in the US (behind Bell Atlantic and SBC)... of the top six local access companies in the usa, 4 are accounted for by the jpc consortium which are (seemingly still) committed to alcatel, one more (us west) looks like they are going with netspeed (now csco) at least in the near term, which left only gte up for grabs... and great stuff today in the details of the announcement... starting with g.lite... the telechoice write-up was remarkably informative and detailed... several g.lite items (related) jumped out... first " GTE will convert its current ADSL trials..." .. this means fujitsu/orctf modems/technology/expertise in msft... and intc was mentioned as well: "a small number of Intel employees in Oregon.." ... good friends to have... and, (the big one): " TeleChoice expects GTEs initial target markets to be primarily large businesses and ISPs in the initial phase, then consumer markets by Q398 and Q498 -- in line with many of the early G.lite promised solutions..." if they can pull this off this is a rather big deal... those early promises were g.lite by xmas '98... and i believe the big three, msft/intc/cpq were behind these remarks... which were later (more-or-less) revised by others to xmas 99... would think msft/intc/cpq might like nothing better than to hit that first schedule... for credibilities sake as well as... to build market momentum... not only for boxes/chips, but for their own networking related products which depend on bandwidth... xdsl has been mentioned by both cpq and intc as integral for some of their potential product lines... this aggressive schedule puts the gte/fujitsu/orctf in the position not only of first to market... but maybe as standards bearers for g.lite technical expertise... if successful, they will have commercial product (possibly) before not only final standards, but before others even get (relevant) silicon... and they do sound confident: "GTE says that it will make use of G.Lite extensively in its deployments as that technology becomes available, and Orckit promises to deliver G.Lite solutions for those deployments" think this sets the stage for possible cpq tie-in... and expect a related announcement at some point... tho probably only for box set-up to start with... hopefully if new silicon etc is up to the task... other stuff may follow... must say that the scope of the announcement was more than i was expecting... 50,000 lines in 98 (telechoice) and this is the ramp-up for 99, when things really get started... :) ... expect that both fujitsu and orctf had to work very hard for this one and deserve some credit for pulling it off... best wishes to all s