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Technology Stocks : Sycamore Networks Inc-(SCMR)
SCMR 0.2260.0%Nov 30 4:00 PM EST

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To: The Phoenix who wrote (728)10/25/1999 6:18:00 PM
From: Smitty  Read Replies (2) of 2249
 
However, the upside revenue oppty for SCMR in the Service Provider/Carrier market space is much greater than FDRY's niche space. Is SCMR's stock really over-valued based on the futuer earning expectations for a product like SCMR's in this space? Right now it appears overvalued given their one contract and perceived lack of product. Given executive mgmt's track record at Cascade it may not be long before this stock price looks like a bargain.

Smitty
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