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: ahhaha who wrote (1694)	12/15/2000 5:25:43 PM
From: Techplayer	Read Replies (1) of 2249

ahhaha, I have no argument? SCMR is certainly not strong enough to change the ways that the telcos do business. Neither the technology or the management team is strong enough to do that. It is funny that you think that CIEN is becoming old school since Williams just kicked SCMR out of a piece of a network in favor of CIEN, a company that did not give them a billion dollars in stock this year. Do you really think that TSIX is going to knock the BOCs out? They are a good company, but they certainly are not that strong. For a company to go through the OSMINE program is far from an admission of defeat. It is the pursuit of a huge contract from a company that does not need vendor financing and has plans to build a huge A-Z network. So SBC, Bellsouth and Verizon are going extinct? Have you seen the strength of their stocks relative the industry? SCMR is avoiding real revenue from companies that can pay and do not need vendor financing. I will take an NT at this point. they have the product, technology and manpower to produce. My argument is to throw a relatively small amount of cash to comply with a set of standards that could possibly lead to a truckload of sales.

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