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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: lee kramer who wrote (67610)	10/23/1999 12:36:00 PM
From: kha vu	Respond to of 120523

SCMR: From NYT 10/23/99 <<<<The roster of companies trying to develop these technologies is well known to venture capitalists and to the bigger communications companies like Lucent, Nortel, Cisco and Ciena that have been acquiring their peers, but to few people outside the industry. In addition to Sycamore, based in Chelmsford, Mass., the roster includes Astral Point, Chromatis, Corvis, Optical Networks Inc., Qtera and Tellium. "At the basic technology level, the challenge is: Can you get the basic product done, in a quick time to market and hit your price point?" said Richard W. Barcus, Tellium's president. "The second layer of accomplishment is: Can you establish relationships with the customers, the service providers, and can you articulate the value of your products to help them solve their problems?" As Sycamore articulates its value to both customers and investors, its hurdle has been made much lower by the pedigree of its top executives, Desh Deshpande and Daniel E. Smith. Deshpande and Smith were the top two executives at the Cascade Communications Corporation before that company was acquired by Ascend Communications Inc. in 1997 for $3.7 billion. Cascade's products proved critical to Ascend and were perhaps the main reason Ascend was subsequently acquired by Lucent for $20 billion. Citing "quiet period" regulations related to its stock offering, Sycamore declined to comment. The company hopes to complete its initial product line by releasing a fully optical switch in the first half of next year and appears close to announcing an agreement with Siemens of Germany under which Siemens will help distribute Sycamore's products internationally, according to executives close to the companies. Sycamore's two customers so far are Williams Communications Group Inc. of Tulsa, Okla., and Millennium Optical Networks Inc., a small local communications company in New York. >>>>>>>>>>>