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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: Daniel G. DeBusschere who wrote (1956)3/9/2001 7:10:43 PM
From: Frank A. Coluccio  Read Replies (2) of 2249
 
Hi Dan, I just about an hour ago posted the same Telia story on another board.

"I don't like these tealeaves for investing in this sector."

I don't get overly worked up over that, but I can't say that I blame you. I would only reiterate that my personal focus, for better or worse, is keyed more towards architectural issues, and matters concerning deployment. Although, even from a purist consulting perspective I do share a common concern with you. And that is, the prospects for ultimate survivability of any given vendor or SP, which always bears heavily on an evaluation and recommendation.

And by the way, I have to say Touché! to you for turning my own word phrasing around on me.

FAC
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