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

To: semi_infinite who wrote (1812)	6/8/1999 6:41:00 PM
From: savolainen	Read Replies (2) \| Respond to of 1998

[msft etc] hi ray, as far as bt is concerned, it would be interesting to know how far back wstl and fujitsu go in the uk ... probably at least to wstl's glory days in 96 prior to the jpc announcement... interesting that soon thereafter fujitsu and orct teamed up... it would seem plausible that fujitsu would have at least considered wstl for that relationship... also believe that bt is planning on rolling out 100% dmt, which would seem to make the case for orct that much stronger --- and i did see the dynamic microfilter announcement... from the wording of yesterday's supercomm press release it sounds like we are about to hear more: "unveiling" and all that... it should be interesting to see how orct plays this one.... my guess is that the dynamic angle will turn out to be a clever, but relatively straightforward solution which will do more to enhance orct's reputation than bottom line.. on rereading yesterday's press release, noticed that "Dynamic Service Selection" was trademarked... am guessing ™ by orct.. checked the fujitsu and redback sites and neither seem to use that exact phrase.. my guess is that we are seeing the first mention of new functionality which has been/is being added to next generation orct dslams including user configuration and management of the data streams etc... also can't help wondering about the orct/msft relationship... how long? where? extent?... when fujitsu/orct took over the msft gte adsl trials about a year ago, dug around looking for angles on such a potential relationship... found some interesting possibilities, but no hard evidence... seemed that should there be a connection, it would probably be thru fujitsu... but now that we're there, am surprised that fujitsu isn't sharing in this "state-of-the-art" joint demonstration... tho they certainly could be, behind the scenes... on the one hand this is only a demonstration, but on the other, msft is doing it with orct and not with seemingly more obvious candidates such as csco or alcatel.. best o luck s

To: semi_infinite who wrote (1812)	6/14/1999 9:41:00 AM
From: savolainen	Read Replies (1) \| Respond to of 1998

[bt: ftel & wstl] hi ray well here it is: ftel picks up wstl europe's employees, lease, certain fixed assets and inventories, and a license for wstl's ip.. gotta wonder what's left... ;) ... and no dollar figure is named... ... still too ambiguous for me to get a real handle on how orct's prospects might be impacted... but it looks like westell europe has retreated from bt and fujitsu is left with at least a clear conscience... and maybe a (contractually) clear path should they want to involve another xdsler... --- btw, announcement struck me as somewhat less than a ringing endorsement of the ftel/wstl alliance... seemed a bit odd that while "Fujitsu Telecommunications Europe Limited (FTEL) and Westell Expand Strategic Alliance".. it was felt necessary to explicitly point out that the two companies would "continue working together" bye s -- Monday June 14, 7:45 am Eastern Time Company Press Release SOURCE: Westell Technologies, Inc. Fujitsu Telecommunications Europe Limited (FTEL) and Westell Expand Strategic Alliance Long Term Initiative Includes Funding Sponsorship for DSL Product Development, License of DSL Technology, Manufacturing for ADSL and HDSL Products, and Transfer Of Certain Assets of Westell's U.K. Operations to FTEL AURORA, Ill. and BIRMINGHAM, England, June 14 /PRNewswire/ -- Westell Technologies, Inc. (Nasdaq: WSTL - news) and Fujitsu Telecommunications Europe Limited (FTEL) announced today that they have entered into a broad strategic agreement on ADSL and HDSL product development, manufacturing and global marketing. As part of this agreement, FTEL will assist Westell in the funding of certain future developments of ADSL and the parties will continue working together to enhance and to develop new products for both ADSL and HDSL applications. FTEL will receive a long-term license of Westell's intellectual property for ADSL and HDSL deployment in FTEL products. Additionally, in a measure to streamline operations, Westell transfered certain assets of its U.K. operations to FTEL. Employees of Westell Europe Limited (WEL), headquartered in Cambridge, England, became employees of FTEL, FTEL assumed WEL's lease, purchased certain fixed assets and inventories of FTEL, and earned manufacturing rights. ''Westell and FTEL have been working closely for a number of years, including our partnership in a major European DSL deployment,'' stated Marc Zionts, CEO of Westell, Inc. ''This agreement marks another step in our strategy to further promote our participation in the DSL marketplace while decreasing our operating expenses. The long term licensing agreement of our Intellectual Property will enhance the capabilities of FTEL to leverage its significant presence in the marketplace.'' ''Our growing position in the access market will be further enhanced by the addition of Westell's European team. This will provide greater emphasis on our broadband solutions and will enable us to provide much greater value for our customers. This agreement will facilitate greater integration of technology into the next generation of product. We look forward to it providing innovative xDSL based end-to-end solutions for our customers,'' said Shigeyuki Unagami, Managing Director, FTEL. biz.yahoo.com