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

To: Bill who wrote (1468)	8/31/2000 12:40:35 PM
From: James Fulop	Read Replies (1) \| Respond to of 2249

>> On the conference call, at least two 10% customers were identified by name among the 9 revenue generating customers.<< I listened to the call, but did not get that info...(but then again, I had a lousy connection.) I would assume the two must be 360 and Williams, right? Thanks

To: Bill who wrote (1468)	8/31/2000 12:57:48 PM
From: Techplayer	Read Replies (1) \| Respond to of 2249

e-Bill, I would agree with you. I would need to check this, but from what I heard, only 3 customers for SCMR are domestic. Isn't the 3rd one a CLEC in the NYC area, metro something or other? tp

To: Bill who wrote (1468)	8/31/2000 7:09:33 PM
From: Raymond Duray	Respond to of 2249

Thanks e-Bill and Tp, My figure on WCG's contribution to SCMR rev's must be dated. At the CC, there was an indication that there is a new 10% customer, but since they have not been so for a complete fiscal year the CFO declined to identify the customer. A prudent and conservative approach to revenue recognition. I'll try to do some more DD on this revenue issue. BTW, here's the source of my 85% figure: thestreet.com <snip> Sycamore Slips as Pipeline Worries Come to the Fore By Scott Moritz Staff Reporter 8/25/00 12:52 PM ET Williams has accounted for 85% of Sycamore's business in previous quarters. Williams has also been forced to sell its entire 200,000-share stake in Sycamore this year to help cover network expansion and equipment buying costs. <end snip> So, another way to look at this I reckon is to view SCMR's market cap as being roughly equal to a no-revenue parvenu like CORV and a slow-elk behemoth like GM. Life's amusing in the mid '30's*. :) Best, Ray *Similar market caps in the mid $30 Billions that is.....