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


To: Thai Nguyen who wrote (736)10/26/1999 10:54:00 AM
From: Ricky Rydell  Read Replies (1) | Respond to of 2249
 
All points well taken. The only thing differences are that
this industry is 10X more competitive than it was back then
and CASCADE had over 3 years with which to deploy
their backbone equipment. Born only in Feb 98 or so, and
no fully operational product yet, ain't no one gonna deploy
anything of theirs in a backbone without at least a year
and a half of testing.



To: Thai Nguyen who wrote (736)11/1/1999 12:37:00 AM
From: Techplayer  Respond to of 2249
 
Thai, CSCC capped at 5-6 billion with strong sales, multiple customers and phenomenal growth. SCMR would have to do a 500 million + in sales in 2 years without going up a dime to be valued as highly as CSCC was. Even those guys are not that good. Brian