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: Bill who wrote (1648)	11/29/2000 11:44:06 AM
From: James Fulop	Respond to of 2249

Yes, and I am sure this article is not helping (along with the CIEN selloff...) "Why Sycamore Changed Its Mind" lightreading.com

To: Bill who wrote (1648)	11/30/2000 12:12:26 AM
From: Techplayer	Read Replies (1) \| Respond to of 2249

e-Bill, Getting ugly in the sector. The trouble with SCMR right now is that there are more than 270 million shares outstanding. the valuation is still extreme despite a tremendous growth rate. I picked up a few today which is going to be proven early i believe. I can't even speculate as to what fair value is. FDRY and EXTR are diving to 1/3-1/2 of the cap of SCMR with strong earnings, earnings and revenue growth and positive outlooks. CIEN and RBAK have held up better in terms of overall market values. they could really take a hit if this thing continues. GLW has remained strong by comparison...good luck. tp