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

To: Johnny Canuck who wrote (1635)	11/15/2000 9:16:31 PM
From: James Fulop	Respond to of 2249

Thanks for the explanation. Now that word usage makes sense. >>The real question may be is the DSO's so low due to the fact that SCMR was paid indirectly through their own money due to the vendor financing or is it due to the quality of their customers?<< Interesting speculation. But one that may not be possible. My understanding from the CC was that Sycamore just initiated their vendor financing program (for two clients, one announced and one unannounced) and that vendor financing deal numbers have not been recognized to date. At least that was the interpretation I received. But I do agree with you that the DSO number was exceptionally low..

To: Johnny Canuck who wrote (1635)	11/15/2000 10:04:08 PM
From: Suresh	Respond to of 2249

Hi Harry, for a growth stock.. DSO's can also decrease if the quarter was front end loaded (usually the case for hyper growth companies). IMHO it is not very good sign for a hyper growth stock. Since they are predicting only 80% growth for FY02 some of the hyper growth seeking aggressive funds would be leaving the stock soon. Later, Suresh