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: Frank A. Coluccio who wrote (1949)	3/9/2001 12:52:09 PM
From: Daniel G. DeBusschere	Read Replies (1) of 2249

<<the new generation of service providers >> Frank, will these guys survive the credit and liquidity crunch? That is the question. If they can, then SCMR is a screaming buy, if they can't then the future is very bleak. It looks like the old battleships are winning because they have the sustaining power. It appear that right now they are fighting to maintain the status quo. Since all the purchasing power is being concentrated in a very few heads, then who is going to bet their jobs on new innovation - especially innovation that displaces and devalues legacy infrastructure that is now providing the bulk of the cash flow? I would like to see the SCMR management directly address this situation. It is very possible that they have the relationships that will allow them to not only survive but prosper in this environment. For someone straight off the street, the chances of success would be nonexistent.

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