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

To: IngotWeTrust who wrote (1147)	4/23/1998 3:18:00 AM
From: Kevin Hay	Read Replies (1) \| Respond to of 1998

I've been looking for plays on adsl since txn got my amati shares. I'm thinking the market may not realize what the gte deal means to orctf. Does orctf really have the best product? Perhpas the market is concerned that orctf priced themselves into oblivion on this deal...? Or perhaps the market is just so short term minded the price will remain down until there are bonafide earnings reported from the deal? advice/insights appreciated... ..BUT WHAT I REALLY WANT TO KNOW..., is if dspg is still supplying the cores to orctf adsl modems. Note: dspg.com I'm thinking they are -- that it'd be unlikely for them to change in 1 years' time, with no announcement. Yes, I'm long dspg, and getting longer. I'm also thinking about trading some msft for orctf. the orctf newbie, waiting for adsl.. -Kevin PS. I'll get the first high bandwidth modem I can. I'd prefer adsl, but if cable modems make it first, I'll probably get one. Of course I remember that being one of the ironies of cable modem competition -- that it is motivating the adsl players to get off their keisters. Net effect of cable modems: good for adsl investors... ..at least until the actual numbers start rolling in.