Internet Business Group 2006

Ken,

The Orca forecasts which I posted came from Digital Look but they are probably best ignored. The recent profit warning was that revenues for 2005 would be below market expectations due to contract delays. The growth is probably still there though. The delays have been throughout the IPTV sector and are not just Orca specific. The main threat comes from the Microsoft/Alcatel alliance but it is not strong in China and India.



lrr