Sycamore Networks Inc-(SCMR) Message Board

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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: The Phoenix who wrote (747)	10/26/1999 12:23:00 PM
From: Bill	Read Replies (1) of 2249

Certainly I've done my homework. But I cannot ignore the new valuation dynamics at work here, at JNPR, at Foundry and at this week's biggie, Akamai. I like SCMR. I believe you and many others on this thread are underestimating them greatly. I do believe the market numbers I posted, although I acknowledge SCMR only addresses a subset of that market. In recognition of these new valuation metrics, I take issue with your implication that a company's value cannot exceed the markets the company addresses. There are many, including our CSCO, that don't.

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