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

To: Boplicity who wrote (1458)	8/27/2000 9:14:58 AM
From: JM	Read Replies (1) \| Respond to of 2249

Greg, Do you think the drop can be fully attributed to after earnings selling, or is something else at play here? Seems there is some concern brewing about Williams ability to continue their build out and the effects on scmr since a high concentration of revenue is linked to WCG. Other scmr risks include: lack of significant customer base, uncertainty about gaining the business of other large carriers, high amount of interest contribution to earnings... None of these concerns are new though, and imo all common to new companies in exploding industries. Guess the volatility is also a symptom of the same. I recall not being able to pull the trigger and buy Ciena a year or so back because of these same concerns and am now kicking myself! Also some analysts reiterated buys after earnings, and one even raised estimates (not sure if this is good or bad)<g>. Fiber optics conference this week, perhaps SCMR will gap up a bit this week on renewed optimism.