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: SemiBull who wrote (2057)	5/29/2001 9:28:59 PM
From: Maverick	Read Replies (1) of 2249

CSFB:SCMR began shipping SN10K ultra LH to Utfors and SN3K metro to Vodafone,LDcom and TSIX for rev in qtr; However, visibility remains low with book-to bill <1; Also mgt indicated that evaluation trials with incumbent carriers are taking longer than expected. Key data points to track include volume production of 512x512 grooming version of SN16000 (expected in late FQ4:01) and an ongoing product ramp for SN3000, SN4000 (initial deployments FQ4:01), and SN10000; These product intros must result in enhanced penetration of Tier 1 service provider mkt. Excerpts from CSFB research 5/16/01

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