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

To: savolainen who wrote (1159)	4/29/1998 10:32:00 PM
From: BEACHCOMBER	Read Replies (1) \| Respond to of 1998

to this thread just wanted to mention, that tonight, April 29th, a report on the race between cable modems and adsl aired on nightly business report. that show is on public television and viewed by many upscale people in the us. the report compared the advantages/disadvantages of each in a objective, in my view, way. they made it clear, however, that this is the direction internet access is going. this is my only post here and i hope it is appropriate. i am a long term shareholder beachcomber

To: savolainen who wrote (1159)	4/29/1998 10:50:00 PM
From: John F. Dowd	Respond to of 1998

Broadcom in a nutshell: Read and then read further please Price and Volume (updated Apr 24, 1998) 52-Week Low $48.875 Recent Price $52.50 52-Week High $70.00 Beta N/A Daily Volume (3-month avg) 45 Share-Related Items Market Capitalization $2.27B Shares Outstanding 43.2M Float 3.50M Dividend Information Annual Dividend none Per-Share Data Book Value (mrq) $0.77 Earnings (ttm) $0.17 Sales (ttm) $2.23 Cash (mrq) $0.51 Valuation Ratios Price/Book (mrq) 67.93 Price/Earnings (ttm) 308.82 Price/Sales (ttm) 23.51 Income Statements Net Income (ttm) -$1.17M Sales (ttm) $67.3M Profitability Profit Margin (ttm) -3.2% Management Effectiveness Return on Assets (ttm) 16.03% Return on Equity (ttm) 21.72% Financial Strength Current Ratio (mrq) 3.56 Total Debt/Equity (mrq) 0.05 Dear savolainen The above is a rough sketch of Braoadcom. As you can see they are worth 2.27 billion market cap while ORCTF worth about 1/8. You willalso not that both companies lose money at about the same rate. They are both roughly in the same business broadband silicon. Can you explain the enormous difference in market perception, especially after the GTE deal and all the other tenders pending. These guys don't have a clue about maximizing shareholder value. Who is their IB? If you have an inflated share price currency you can expand by buying other companies on the cheap. These guys have to get a little better with the $$ PR. The guy who handled the earnings release and then gave out with the award release is not the man for the job. This is pathetic. JFD

To: savolainen who wrote (1159)	4/30/1998 2:41:00 AM
From: srvhap	Read Replies (1) \| Respond to of 1998

<<..Outside the US, there are tenders for ADSL commercial service in Germany, France, Sweden and Italy. Bezeq also plans shortly to publish a tender for a trial run of 10,000 lines. (cc mentioned three... with some tangential detail on telia... will post if you're interested)>> Please proceed :)