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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: Jack Hartmann who wrote (1868)2/13/2001 5:35:32 PM
From: bob zagorin  Read Replies (1) of 2249
 
quick take. they are giving what they consider conservative guidance because of reduced visability. with that said, they are not reducing 01. still guiding 205-210% rev. growth and eps of $.21-24. 02 also unchanged 65-72% TLGrowth on top of 01 base and low end of $.32-.37. add there is significant potential for upside but they want to be cons.

exp. exp to decrease as % of rev. both 01(2-3%) and 02(3-4%)

desh also predicted mesh arch will be prevalent within 203 yrs. just quick notes. still going on.
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