Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Buying IPOs on the open market -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (3225)	10/16/1999 11:34:00 AM
From: coug	Read Replies (1) \| Respond to of 5529

Thank you Stephen, For the IPO summaries.. Let's hope the Nasdogs turn around on Monday or Tuesday.. My scenario for the market is playing out as such.. Good luck next week.... coug

To: puborectalis who wrote (3225)	10/17/1999 6:48:00 PM
From: snp	Respond to of 5529

I have have been doing as much DD on SYCR as available.. almost since it filed to IPO. This one has looked like a winner from the outset. Could run as fast and as far as FDRY..possibly faster and further. IMHO, we could be looking at another Juniper (JNPR)in the sense of market appeal and near term growth. Good Luck to all that go for it..just hoping it will open less than FDRY's $109 market price. susan

To: puborectalis who wrote (3225)	10/17/1999 6:54:00 PM
From: snp	Respond to of 5529

Excerpt from Reuters: Another sure-fire hit for the week is Sycamore, which plans to offer 6.5 million shares in a range of $18-20. ''I think Sycamore is going to be hugely successful because of the space it's in,'' Tuen said. ''Right now investors are focused on companies that fatten the (data) pipeline. Sycamore focuses on broadband and more specifically fiber optics.'' The IPO is also likely to benefit from expectations of strong results from recently-public firms in the sector. As earnings season takes hold, analysts said the market will examine revenue growth at recently-public firms, like Red Hat Inc. (NasdaqNM:RHAT - news), Foundry Networks Inc. (NasdaqNM:FDRY - news), and Juniper Networks Inc. (NasdaqNM:JNPR - news) ''For companies put on the market this summer, (revenue forecasts) look solid. The communication equipment firms, especially, are poised to show excellent revenue growth,'' said Matt Johnson, a growth analyst at Thomas Weisel partners. ''I think the strength we have seen in the space will bode well for (companies like) Sycamore.'' Although most recently-public companies have carefully guided the market, the first couple of quarterly results after a Wall Street debut are important, analysts said. ''You want your first earnings out of the gate not to disappoint. It's hard to get people to come back because there are hundreds of other options. It may take four or five quarters of better-than-expected results to woo investors back,'' said Mark Basham, an analyst at Standard & Poor's.

To: puborectalis who wrote (3225)	10/17/1999 7:07:00 PM
From: snp	Read Replies (1) \| Respond to of 5529

From Raging Bull IPO board..What George Gilder thinks of SCMR: By: redheads Reply To: None Friday, 15 Oct 1999 at 11:33 PM EDT Post # of 68 In George Gilder's report that just came out he says that SCMR and it's competitors "are trying to eliminate everything but the optical layer from the center of the network, thus marginalizing Interlop itself, together with all the pastel boxes and seven tiered towers of Cisco City. In the Telecosmic pursuit, Sycamore is rushing to market with an actual product for a real customer-investor, Williams Communications (WCG) and an early bird IPO planned for October 22." ---------------------------------------------------------------------- Gilder has an incredible feel for the market. Have followed him and his newsletters for a long time. They are well worth the money. p.s. i am not "redheads", she posted Gilder's comments before i had a chance to