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 (1625)	11/14/2000 11:36:51 PM
From: manohar kanuri	Read Replies (1) of 2249

Thanks for the name. And the Lightreading article too. Not sure I agree with it though. Company's barely been selling for a year to talk meaningfully about "slowing" growth. 205% Y/Y going forward is hardly anything to sneeze at, especially keeping in mind that the CFO went to some lengths to characterize it as "conservative" guidance. It's also quite in keeping with that for them to expect the SN8000 to be the major revenue generator going forward (I don't recall this from the CC.... must have missed this). The edge has hardly got going to build estimates on it that'll withstand a battery of trial lawyers. I think the street'll read between the lines and take a significantly more positive tack than Lightreading.

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