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

To: D.J.Smyth who wrote (1438)	8/19/1998 4:01:00 AM
From: John F. Dowd	Read Replies (2) \| Respond to of 1998

I wonder if the association with fujitsu in light of Japan's currency problems is another drag on investor sentiment re: ORCTF. Also depending on how they are paid (in yen) maybe there is a definable shortcoming here ? JFD

To: D.J.Smyth who wrote (1438)	8/20/1998 6:04:00 PM
From: savolainen	Read Replies (1) \| Respond to of 1998

[lehman bros] hi darell, >>the 6 to 12 month price target on Lehman report is $25<< $25 sounds ok to me... ;) ... i agree with recent thread comments that stock price will be dependent on getting costs down.. orctf needs to show that they can make money... also am relatively confident that they will be able to, and that technological milestones will be met in roughly timeframe predicted: by q1 99... the bigger issue is probably continuing to win new accounts.. in the idle speculation department, would think that the lehman target of $25 is predicated on meeting milestones (and therefore making $) and another hefty contract (or a few smaller ones)... more that this and there might be an upside.. less than this will be valued accordingly am cautiously optimistic on dt... after that orctf probably has at least a shot at ft and maybe a reasonable chance with telecom italia... don't have a sense of chances here in is the usa (bel? or sbc?), but would think anything would be a plus... tamir mentioned that they are currently talking to all the players (whatever that means) am also cautiously optimistic on ptt telecom in netherlands and bezeq.. whereabouts is lehmans putting 99 earnings?... zacks has recently dropped consensus estimate to .37 from .67.... also would be very interested in qtr by qtr revenues/earnings is steven levy taking credit for the lehman report?.. remember him from usrx... seemed pretty good... many thanks s ps... when posting this..your post on availability of some detail on the lehman site appeared.. don't have time to change this post... your thoughts/comments welcome..