Sycamore Networks Inc-(SCMR) Message Board

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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: Mohan Marette who started this subject	9/12/2003 10:06:48 AM
From: bob zagorin	of 2249

Live Headline (posted on yhoo, i thnkk from light rdg..) 12-Sep-03 09:13 ET UBS on the likely winners/losers for the GIG-BE contract : UBS believes that the likely winners of the govt GIG-BE contract are CIEN for long-haul optical and optical switching (valued at $150+ mln), CSCO for MSPP ($50-$75 mln), JNPR for core and edge IP routers ($70 mln), and SCMR for optical cross-connect ($50-$75 mln); firm views their new handicapping of the GIG-BE RFP as a positive for CIEN and JNPR, as they are likely to win higher dollar amounts than originally thought, positive for SCMR, neutral for CSCO, and negative for LU and CORV.

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