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

To: Ricky Rydell who wrote (730)	10/25/1999 7:00:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 2249

Ricky, ASND got bought by LU for $20B (a little more than SCMR's market cap today) and ASND was the market leader in ATM and frame relay sales to carriers. They had the IP navigator that was getting some traction, a strong DSL product line, ATM edge devices, a leading market position in RAC, and RAS. Now, SCMR has one product, not baked, the company and the target market for that matter, are unproven. SCMR has no track record - hell they've only been in business for a year. And they have one suspect customer.....Tell me ... what's wrong with this picture? OG