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Technology Stocks : Sycamore Networks Inc-(SCMR)

SCMR 0.226

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Nov 30 4:00 PM EST

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To: Freeflight who wrote (2123)	12/19/2002 4:22:45 PM
From: Frank A. Coluccio	of 2249

You've indicated several times, both here and elsewhere, that you see Avici's future in the enterprise. Yet, from their web page, "The Avici TSR®, SSR™, and QSR™ family of router solutions were purpose built with carrier requirements in mind." This family scales to Terabit levels. Which of their products do you see fitting the enterprise at this time? You could be right, but I'd like to see some evidence of this, either in the way of their stated intentions or some wins. If you are referring to the very largest enterprises, I can see how they would play a role. Boeing, GM, etc. But to replace the Cabletron-3Com-UB genre in the Fortune 1000s or 500s? Perhaps as data center hubs under OEM agreements. Is that what you are referring to? Come back...

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