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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Junkyardawg who wrote (15338)	3/4/1999 1:44:00 AM
From: Devil's Advocate	Respond to of 90042

Another great play in ADSL is Orckit. This company has Lucent sales force to sell their ADSL equipment to Europe's service provider. Their equipment complements Lucent's. In the United States, they are selling with Fujitsu. They are number 2 sellers in the United States. I'm hearing that they are selling everything they have to GTE right now. They cannot meet the demand. ADSL is rolling out big time. And we all owe that to cable. Cable is forcing Baby Bells to compete with ADSL. They must do it now or they could let cable take the entire market of fast Internet access.

To: Junkyardawg who wrote (15338)	3/4/1999 8:53:00 AM
From: Jane4IceCream	Respond to of 90042

Like NOVL for a number of reasons that have already been pointed out... Chart looking good Over 1 BILLION in the bank Consistent takeover rumours (IBM, HP, MSFT, SUNW, etc) Great leadership in Dr. Schmidt Old BOD have taken a softer hand in managing company Great partnerships Java relationship Months ahead of MSFT in NDS and Internet directory Great and Stable customer base Recent migration of smaller business's to NOVL Groupware & products No Debt Positive earnings going forward etc.................... Stock is undervalued. Jane