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

To: James Fulop who wrote (807)	11/5/1999 10:50:00 AM
From: Frank A. Coluccio	Respond to of 2249

James, very uncommon, indeed. Folks with loose lips have gotten "shot in the head," in the figurative sense, for less. But it depends on the organization, and their motives. Frank

To: James Fulop who wrote (807)	11/5/1999 2:05:00 PM
From: Wizard	Read Replies (1) \| Respond to of 2249

Whether Williams is just buying CIEN stuff to check it out or as the first of many buys is totally unknown, even to Williams. Either way, CIEN has indicated it will get revenue from Williams in the April or July quarter. Sycamore is at the forefront of a big ramp-up in revenues. They did $11mm last quarter and they haven't given much guidance on where Q4's and Q100's revs are going to come from but you can be sure that they will show big upside to the numbers. This management team has played the game before with Cascade, they are not going to come public and then blow the first or second quarter out of the gate and go down in flames. Revenues are aplenty for optical equipment. Expect steady flow of wins and revenues to grow non-linearly.