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Technology Stocks : Sycamore Networks Inc-(SCMR)

SCMR 0.226

0.0%

Nov 30 4:00 PM EST

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To: Bill who wrote (745)	10/26/1999 12:14:00 PM
From: The Phoenix	Read Replies (1) of 2249

An honest mistake given that it IPO'd at $18B+... so I didn't take my calculator out - sue me. Still, you're ignoring the point...as is every investor that is long here. First, the total available market for the next 5 years is far less than $100B - probably something like $20B. You should have your post struck...it's wholly inaccurate. Second, even if SCMR get's half the total market - which would be a huge undertaking...that would be about $10B in revenues over 5 years. Third, today's valuation is $14B...or one and one half time SCMR's hopeful revenues for the next five years. Compare this paradigm to market leaders.... You'll find that, with very few exceptions (CSCO being one) that this math is "whacked". Fourth, this of course assumes that the SN6000 is ready for prime time now and that the SN8000 is not far behind...leaps of faith for a company that's been in business for a year. I could go on...but then you're not listening anyway. Bill, I always thought you were better than the sheep.... OG

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