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


To: James Fulop who wrote (798)11/4/1999 2:54:00 PM
From: Wizard  Read Replies (1) | Respond to of 2249
 
>>Anybody have an idea how Ciena's products will be used by Williams without competing against Sycamore's? Thanks.

Ciena is a supplier for a big nex-gen optical network and that of course makes CIEN a buy. Chart looks great and CIEN looks undervalued to me.

Sycamore is first-mover for metro-oriented optical add/drop and is the key player in this space. Optical is a huge theme and Sycamore looks like a winner to me. For now, I just own CIEN. Going from $6b market cap to $12 looks easier than getting SCMR to $450. Ya never know though.



To: James Fulop who wrote (798)11/4/1999 4:59:00 PM
From: Hagar  Read Replies (1) | Respond to of 2249
 
Why do I remember Pirelli getting the DWDM business from Williams?