Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: D.Austin who wrote (1489)	9/12/2000 9:07:34 AM
From: SJS	Read Replies (3) \| Respond to of 2249

Tell me why I should listen or believe Fayad Abbasi? I don't know who he is, what he knows, or even what research he's done and why he's credible. My DD on SCMR in particular, indicates otherwise. Steve

To: D.Austin who wrote (1489)	9/12/2000 10:48:02 AM
From: Bill	Respond to of 2249

That's a joke. He seems to think the Internet is a passing fad.

To: D.Austin who wrote (1489)	9/12/2000 12:17:20 PM
From: ivernia	Respond to of 2249

Definitely one of the most ridiculous "analysis" I have seen. Regards, Ivernia

To: D.Austin who wrote (1489)	9/12/2000 9:46:29 PM
From: Techplayer	Read Replies (2) \| Respond to of 2249

D.Austin, I am looking at the Hambrecht + CO network infrastructure report tonight and noticed that CLEC spending actually accounts for about 13% of all telecom spending. Since not all of the CLECs are suffering, that puts MAYBE 3-5% of telecom spending at risk. Since Companies like JNPR and SCMR are building from very small relative bases, growth rates will remain high for at least 2 years, imo. This guy is just spreading doom and gloom. If he is smart, he is buying in pieces right now. tp