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

To: shlomi cohen who wrote (1238)	6/8/1998 8:08:00 AM
From: savolainen	Respond to of 1998

[intc/fujitsu] hi shlomi, sounds interesting, alcatel and amd are working together for dmt silicon... maybe .... intc wants to play this game too... :) "Alcatel and AMD Announce xDSL Technology Transfer Agreement February 12, 1998 -- Alcatel announced a collaboration with AMD, a global supplier of integrated circuits (ICs) for the personal and networked computer and communications markets, to license and manufacture Alcatel's ADSL DMT technology for both "full-rate" and forthcoming ADSL "Lite" solutions. This alliance increases the availability of DSL products for the global telecommunications market. Under the agreement, AMD will license and produce Alcatel's industry-standard ADSL DMT technology. Alcatel's ADSL technology is integrated in a network architecture based on ATM.... The Alcatel DMT chipset AMD will manufacture in this agreement achieves data rates of up to 8 megabits per second from the network to the user (downstream) and 640 kilobits per second from the user to the network (upstream). AMD expects to deliver these products in the second half of 1998. ADSL includes rate-adaptive capabilities, improved modem reach and performance, and industry interfaces like ATM.." telechoice.com; s

To: shlomi cohen who wrote (1238)	6/12/1998 8:47:00 AM
From: savolainen	Read Replies (1) \| Respond to of 1998

[fujitsu/intc strengthen relationship] hi shlomi, the following info on last tuesday's tokyo's intc/fujitsu press conference is posted on fujitsu's website. ... sounds more like workstation/server related than (other) communications (which i was watching for)... but would think strengthening relationships could only help orctf's cause... have you heard any further details..thanks.. again... --- Fujitsu and Intel Strengthen Their Long Term Strategic Relationship Tokyo, June 9, 1998 - Fujitsu Limited and Intel Corporation have reached a wide ranging agreement including cooperative development. The agreement renews and extends the current patent cross license between the companies and also covers information disclosures to initiate specific joint projects to establish Fujitsu's platform leadership based on future Intel Architecture (IA)-32 and IA-64 technology. This agreement also paves the way for Fujitsu to enhance and extend its IA based server and workstation product line with new products based upon Intel's Pentium(R) II Xeon(TM) and Merced(TM) processor, the first member of Intel's next-generation 64-bit architecture. As part of this, Fujitsu plans to be among the first companies in the industry to develop a high performance, large scale 32 way server based on the Merced processor. By adopting Solaris in addition to Windows NT, Fujitsu is bringing IA based systems into mission critical computing environments. Furthermore, in February 1998 Fujitsu and FJST (Fujitsu System Technologies, a business unit of HAL Computer Systems, Inc.,) announced successful development of the world's fastest interconnect technology. This technology adopts as its interface the Virtual Interconnect Architecture, the emerging industry standard developed and supported by Intel. Fujitsu will develop a range of products from small-scale, highly reliable cluster systems to large-scale cluster systems using this advanced interconnect technology. Fujitsu will develop scalable clustering systems based upon Merced processor. Fujitsu also announced that it will develop software, including compilers and middleware products, that will capitalize on the outstanding performance of the Intel Architecture. These software products and tools will enable customers to utilize the vast pool of existing Independent Software Vendor (ISV) applications and customers' software assets on the Intel Architecture platform. The company will also establish an Application Solution Center (ASC) to support customer applications and improve the performance of software designed for current and future Intel architecture microprocessors, including the Merced processor. The ASC will provide technical consulting, porting and compiling tools to help application software optimization for IA-32 and migrate the applications to future IA-64 systems. Under terms of the agreement, Fujitsu and its subsidiaries will develop products and technologies that will help them and their customers bring high performance servers and workstations, built around Intel's IA-64 bit architecture, to the marketplace. Tadashi Sekizawa, President and Representative Director, Fujitsu Limited, said, "The Fujitsu group already has an excellent global relationship with Intel. We have been providing customers worldwide with IA based servers, workstations and PC products for many years. Fujitsu will further advance the development of IA64 based products, including high performance scalable servers, and will continue to provide the best solutions to meet our customers' needs." Craig R. Barrett, President and Chief Executive Officer of Intel said, "For Intel, Fujitsu represents one of our most important, global relationships. I am extremely pleased that these agreements help to reinforce the long term relationship between the two companies. Intel welcomes and offers our strong support for Fujitsu's increased development of Pentium II Xeon and Merced processor-based high performance server products." * All company / product names mentioned may be trademarks or registered trademarks of their respective holders and are used for identification purpose only. gemini.fujitsu.co.jp

To: shlomi cohen who wrote (1238)	6/12/1998 12:01:00 PM
From: savolainen	Read Replies (1) \| Respond to of 1998

[management shares- new math] hi shlomi, got my 97 annual report this week with annual meeting info (5/20/98) including updated management ownership prior to secondary: as of the end of may 98: all directors and executive officers as a group (12 persons) owned 8,006,232 shares, so using share count from last qtr: 14,658,000 prior to the secondary... management owned approximately 55%... using your numbers posted on yahoo... sellers in secondary: star (management thru meir barel) 400,000 panet (ceo) 300,000 tamir (president) 300,000 management is selling 1,000,000 shares so after the follow-on they will still control 7.0 million shares new share count 14.6 million + 2 million (new shares issued) = 16.6 million total after follow-on ... 7.0 /16.6= 42% still owned by management... still rather reassuring... from the 96 annual report: all directors and executive officers as a group (10 persons) owned 9,243,102 shares... at the end of this may they owned only about 8 million...so where did the difference (1.2 million shares) go??... (9.2 - 8.0= 1.2) paneth and tamir are listed each year with the same number (3.46 million) as are star and barel (778,455 @ ipo) so it seems the changes were elsewhere ... just noticed that john winfield is not nominated as a director this time... he was listed after ipo with 736,128 shares and uriel feinstein is no longer cfo and undoubtedly had a stake... so they may account for a good portion of the 1.2 million share difference... and they may still own the shares.. but simply are no longer management... any ideas? and along these lines where do you think the float is these days?... not worried, just curious... also found it promising for longer term prospects that even with company growth employees dedicated to R&D actually increased as a percentage of total... employees: R&D/ year end, total 96: 73/142.... 51% 97: 121/210... 58% best wishes s