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Alias Born 04/28/2003

Re: Zeev Hed post# 434149

Monday, 10/31/2005 11:22:05 PM

Monday, October 31, 2005 11:22:05 PM

Post# of 704041
Just skimmed through KDDI (ORCT's customer)'s latest presentation. it mentioned that KDDI would complete building the IP network by March 2008, which probably implies ORCT can at least continue to generate revenue from KDDI for the next 2 years.

Mgmt sounded pretty upbeat on the CC and hinted multiple times that upside is possible with new deals. You are probably right that this is a good buy even after the run-up.
ORCT.

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