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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: Raymond Duray who wrote (1465)8/31/2000 11:10:21 AM
From: Techplayer  Read Replies (1) of 2249
 
Ray, one other interesting point taken from comments in Denver this week is that market penetration is actually going very well internationally versus domestically. Are you sure that Williams represents 85% of revenues? If that is the case, I would not stay in SCMR. (just too risky, especially since Ciena has beaten SCMR in one part of their network from what I hear). I have heard that SCMR international revenues should be growing tremendously. tp
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