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Technology Stocks : Sycamore Networks Inc-(SCMR)
SCMR 0.2260.0%Nov 30 4:00 PM EST

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To: James Fulop who wrote (800)11/4/1999 5:20:00 PM
From: Wizard  Read Replies (1) of 2249
 
>>I guess I have more DD to do, as I thought Ciena was also in that space... but thanks for the comments.

Ciena IS in the 'space.' Sycamore claims they are more optical than everybody else. I guess there is a lot of confusion about how optical/electrical Sycamore really is... You wouldn't know it from the valuation of SCMR but they haven't really articulated just what they can do that nobody else can. All I know is, CIEN just got $40mm out of Williams and that is SCMR's big account. CIEN stock could put in a nice move. Hopefully, SCMR will take a dip so I can buy it and put it away. Dan Smith (CEO of SCMR) knows what he is doing and this is clearly a blue-chip internet infrastructure company.
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