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

To: Henk Wondergem who wrote (1623)	11/14/2000 8:58:29 PM
From: manohar kanuri	Read Replies (1) \| Respond to of 2249

Yes, I did. I didn't take notes but a couple of points that I thought important/relevant in a pretty upbeat call: 1. CFO pushed up earnings guidance; and emphasized more than once that her guidance was "conservative". 2.ODSI/Standards: Said they'll follow whatever standards evolve, they had a big/huge role to play in setting the current standards anyway etc., etc; my impression - they haven't quite given up on trying to set them. 3. If I heard right, Williams is down to <50% of quarter's revenues. Added 2 10% customers, won't name them; won't name customers in future either. Total 10 customers since inception and sold to all 10 last quarter. 4. They're working with suppliers to resolve bottlenecks. Lot of time was spent on this issue. The analyst from Dan Rauscher(??) asked a couple of questions which elicited the only bit of hemming and hawing.... which means he's the only one worth following? :) Rest were playing analyst pretty well with one idiot trying impress folk by calling in from a train (or plane?) and not having the intelligence to set his phone to mute after asking his question -- too much background noise to make out anything in that entire segment. Overall, CFO sounded pleased as punch and ready to break into song :) .... maybe a happy camper contemplating (re)ballooning options on the horizon? mk