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

To: Scrapps who wrote (1626)	11/29/1998 12:17:00 PM
From: savolainen	Read Replies (1) \| Respond to of 1998

[rok/brooktree/orctf] hi scrapps, fwiw.. if you're looking at orctf, here's one of my favorites.. an old eetimes article from 95... worth the read and which interestingly enuf is still relevant: techweb.com --- the brooktree story (mentioned), as best as i've been able to reconstruct it: in 92 when brooktree was working on hdsl silicon they needed help and turned to orctf who at the time was basically a contract engineering house offering dsp expertise... in addition to the fee for the work, orctf negotiated contingent compensation (with an upset long since passed) based on silicon sales and the rights to buy the stuff themselves at preferred customer prices... orctf bootstrapped this deal and another with general datacom into becoming an hdsl player themselves.. their first hdsl product shipped in 94 for european (etsi) markets... from 94 -96 orctf apparently continued getting their hdsl product silicon from brooktree while continuing to work with brooktree on follow-on hdsl chipsets... in 96 brooktree was acquired by rockwell and orctf started working with rok.. this orctf/brooktree/rok relationship has only made the press releases once in any detail, and this was last fall when rockwell announced a 4 year "joint development" deal with orctf for hdsl2 silicon which looks like it will be the latest rok hdsl/sdsl product... again orctf gets preferred customer prices for the silicon, and contingent compensation based on chip sales, but this time around, they also get joint ownership of the technology underlying the chipset...and rok has the "exclusive right to manufacture and sell the HDSL2 chipset and has agreed to work only with Orckit with respect to hdsl2." (from orctf form 20f) the rok/orctf press release: 208.229.230.81:80/news/general/orckit.html --- also as a sidenote, i remember you were more than a little into robocom... note the reference in the eetimes article to scorpio as an orctf "partner" company (usrx bought scorpio before they were subsumed by coms)... not really expecting anything to come of it.. but interesting none-the-less in the small world department.. --- to update the brooktree/rok story... recently spent some time digging thru the rok website for info and came across a few interesting items.. rok claims to be "the world's leading supplier of High-bit-rate Digital Subscriber Line (HDSL) and Symmetric Digital Subscriber Line (SDSL) chipsets that use proven 2B1Q coding for business access and digital pair gain applications..." --- the new rok/orctf hdsl2 silicon, which i believe is the RS8973 (and related #'s), is sampling now... (and reputedly was going to be available this oct, tho if it was shipping would think we would have had a press release) : .. 208.229.230.81:80/news/personal_computing/zipwire_double.html --- also ascend and copper mountain (of recent mci/worldcom notoriety) seem to be planning to use the new rok (orctf) silicon for their sdsl product.. will post some details later... this is long enuf now... usrx was a good one.. bye s