SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Sycamore Networks Inc-(SCMR)
SCMR 0.2260.0%Nov 30 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Smart Investor who wrote (525)10/22/1999 2:49:00 PM
From: Bill  Read Replies (1) of 2249
 
Actually, I think companies would go public even earlier under your rules. Not only that, but there is scant evidence that management dumps their shares on open market after six months in companies like this.

True, they've announced only two customers and $25 million. But how do you know what they've got lined up? You don't. We heard the same complaint about JNPR, only $10 mil in rev. But after their IPO, the next qtr was $17 mil. This qtr it was $30 mil. That's $57 ytd with a qtr to go, making it one of the fastest growing cos. of all time.

Unless you attended SCMR's road show or talked to their customers/prospects, you really would have little basis to declare them overvalued. At the same time, I'd have little basis to suggest them undervalued. :-)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News