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Technology Stocks : Sycamore Networks Inc-(SCMR) -- Ignore unavailable to you. Want to Upgrade?


To: The Phoenix who wrote (626)10/22/1999 11:46:00 PM
From: Victor Lazlo  Respond to of 2249
 
Gary, If williams cut a po that would of course be a contract, an obligation. But the filing says they are not obligated. So it must be a case by case purchase scanario, and they are a customer, but where that will go for future rev potential is not clear.

I know their technology is cutting edge, and if it works, they will no doubt snag new customers quickly- I am not doubting that.

Simply put, I guess my inclination to "have faith" is not very strong when it comes to investing, after 14 years of investing.

Victor



To: The Phoenix who wrote (626)10/23/1999 1:32:00 AM
From: Frank A. Coluccio  Read Replies (2) | Respond to of 2249
 
Gary, have you seen this? Apologies if it was already covered.

Millennium Optical Networks, Inc. Designates
Sycamore Networks Equipment for Network Deployment


mopticalnets.com



To: The Phoenix who wrote (626)10/23/1999 2:14:00 AM
From: MMW  Read Replies (1) | Respond to of 2249
 
Gary,

I have looked into Sycamore S-1 filing. It does not present
to me very bright picture. Given it short history and one
customer, I would be interested in how they recognized the
revenue. 11 mil for a quarter is not bad, but how mature is
their product? Is their product deployed in a production
network environment? I also don't like the stock
distribution among them. Desh and Danie have a total of 30
mil shares. This is not particular good picture.