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: Bill who wrote (749)	10/26/1999 12:31:00 PM
From: The Phoenix	Read Replies (2) of 2249

I take issue with your implication that a company's value has to exceed the markets the company addresses ??? I think I'm arguing the opposite. And I agree that CSCO's value appears overpriced... and well, it is. But what does CSCO have going for it? A track record of success, a huge product line with #1 or #2 market positions in a wide variety of spaces. A visionary company that is setting the agenda for the next mellenium...and well.. after all than if you project their next 5 years of revenues (you have to take some liberties to do this) they are trading at about 1 1/2 time 5 years revenues - about the same as SCMR. the differences between the two companies however are like night and day. Think about it for a while. How do you justify a double here? I certainly can't justify a double on CSCO anytime soon...and I love CSCO. So,,, ??? I'm interested in your thinking... OG

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