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

To: johnsto1 who wrote (1588)	10/16/2000 10:47:57 AM
From: Platter	Respond to of 2249

Sycamore Rings the Bell By Seth Spalding Senior Analyst Ashwin Navin Associate The Bell South win is a significant event because Sycamore is the first nascent systems vendor to successfully penetrate the Nortel/Lucent-dominated legacy carrier market for optical gear. Furthermore, it is Sycamore's second announced customer for the SN 16000 (after 360networks) - giving SCMR momentum in the burgeoning optical switching market that promises significant rewards for early players. It is our understanding that legacy carriers typically trial new products over a 12-18 month time frame. BellSouth began its trials with Sycamore, alongside other vendors, in Q1 of this year and has chosen SCMR due to superior technology. The deployment of SCMR's solution is significant on account of its win over larger, more established competitors, and Bell South's accelerated selection of Sycamore within nine months of beginning trials. This deployment will contribute to Sycamore's financial performance early next calendar year. Based on the 12-18 month sales cycle typically associated with legacy carriers, we would expect additional customer wins around Q2 of next year. However, if Bell South is any indication, these could come sooner. Sycamore's successful entry into the incumbent carrier customer base could be hugely rewarding for shareholders. We view this announcement as a critical milestone for SCMR as it demonstrates that its business is maturing and its customer concentration is mitigating. In the recent market weakness, we see Sycamore shares as an extremely attractive opportunity to share in the company's emerging leadership in an exciting, high-growth industry. from Epoch Partners

To: johnsto1 who wrote (1588)	10/24/2000 6:33:55 PM
From: Stephen M. DeMoss	Read Replies (1) \| Respond to of 2249

The Nortel news after the market will put 'value' into many of our favorate optical stocks tommarow (all down 15-20% after the bell). I know JDSU, SDLI and other companies that are customers of Nortel all are going to be hurt by NT's revenue shortfalls, but which companies are eating their lunch and should be bought tommarow in the 'shot first' ask questions later, environment that will be around first thing tommarow. SCMR is down to about 75-77 after hours. Is it a steal here or should one enter lower? GLW already came in with its earnings and were okay. That is down to 85 afterhours. Maybe that is a better choice. Anyone with thoughts? Steve D.