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: James Fulop who wrote (807)	11/5/1999 2:05:00 PM
From: Wizard	Read Replies (1) of 2249

Whether Williams is just buying CIEN stuff to check it out or as the first of many buys is totally unknown, even to Williams. Either way, CIEN has indicated it will get revenue from Williams in the April or July quarter. Sycamore is at the forefront of a big ramp-up in revenues. They did $11mm last quarter and they haven't given much guidance on where Q4's and Q100's revs are going to come from but you can be sure that they will show big upside to the numbers. This management team has played the game before with Cascade, they are not going to come public and then blow the first or second quarter out of the gate and go down in flames. Revenues are aplenty for optical equipment. Expect steady flow of wins and revenues to grow non-linearly.

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