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Technology Stocks : Sycamore Networks Inc-(SCMR)

SCMR 0.226

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Nov 30 4:00 PM EST

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To: D.Austin who wrote (1489)	9/12/2000 9:46:29 PM
From: Techplayer	Read Replies (2) of 2249

D.Austin, I am looking at the Hambrecht + CO network infrastructure report tonight and noticed that CLEC spending actually accounts for about 13% of all telecom spending. Since not all of the CLECs are suffering, that puts MAYBE 3-5% of telecom spending at risk. Since Companies like JNPR and SCMR are building from very small relative bases, growth rates will remain high for at least 2 years, imo. This guy is just spreading doom and gloom. If he is smart, he is buying in pieces right now. tp

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