Sycamore Networks Inc-(SCMR) Message Board

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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 (739)	10/26/1999 10:57:00 AM
From: The Phoenix	Read Replies (1) of 2249

Nice try.......... Dataquest states that the TOTAL market for SONET, non-SONET, Cross Connects, And DWDM, ...read transport market for 2000-2003 is about $38B. So where do you get your $100B number from??? If you add in all the access products - which add up to another $20B...you still don't get to $100B....notwithstanding that SCMR only makes a niche product in the SN6000 and SN8000. I think it's a reach - a big reach to assume that the total available market for SCMR for the next 5 years is $20B...and it's another reach to assume they get 100% market share.... So, how can this thing be valued at $18B??? It's investor insanity.... OG

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