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: MadManMike who wrote (788)	11/2/1999 11:03:00 PM
From: Techplayer	Read Replies (2) of 2249

Qwark, What they have is a nice niche product. It certainly won't beat out the incumbents. One thing contributing to this valuation is the complete lack of understanding of the optical networking market and how SCMR fits in to it (by the institutions). Optical networking is the buzzward of the month. If SCMR can announce several customers and do 20-30% better in revenue than JNPR, then there is a company that they can be compared to. It is doubtful that they will announce 40 million for the quarter. Brian

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