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Technology Stocks : Sycamore Networks Inc-(SCMR)

SCMR 0.226

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Nov 30 4:00 PM EST

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To: Bill who wrote (290)	10/20/1999 1:25:00 PM
From: The Phoenix	Read Replies (2) of 2249

Again, I've heard very little from customers on SCMR. I am aware that the SN-6000 is in labs at Williams but not on the live network yet. Cerent is also in labs at Williams but also is being used by a number of CLEC on live services...the reports have been excellent. Cerent/Cisco is enjoying good success and with CSCO Cerent has an easier time getting audiences with the I and C LEC's as well as ISP's and IXC's that might deploy such a product. So, although SCMR has a great product (I think) they will have a number of challenges. NT and LU are set or are developing.... So, what about SCMR, JNPR, and say a RBAK, or a CMTN getting together to create the next great company???? Hmmmmmmm..... OG

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