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Technology Stocks : ORTEL -- Ignore unavailable to you. Want to Upgrade?

To: geoffrey Wren who wrote (436)	11/4/1998 12:04:00 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 659

It does not have much on an institutional following either. Their conference calls are usually quite short. If I remember right most of their 980 nm laser products are for the analog transmission of data. Most of the demand is in the 1550 nm digital related products as they are used in DWDM products. Their equity position in Tellium is what interests me the most as they are supposed to come out with some DWDM related products in 1999. International sales are still a significant part of their revenues though this has been declining in recent quarters. It looks like the pick up in domestic cable spending might be restricted to only certain vendors so they are not benefitting as much as anticipated. I don't think they can squeeze anymore cost saving out of their system as they have been doing that for a few quarters now. .