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


To: ahhaha who wrote (1669)12/10/2000 11:55:47 PM
From: GraceZ  Read Replies (1) | Respond to of 2249
 
I liked this part on that TSC interview:

TSC: Which would still require spending. The telcos large and small have much less cash to spend next year. How can that help you at all?

Deshpande: It's more making use of the capital you have in a better way, but that requires a little bit of risk taking, because you're doing something different than you've done in the past. But that may be the impetus to take that risk, because this is some of the classical disruptive technology thing, because every time there's a new thing that comes along, even if the new thing is a lot better than the old thing, there's always a certain resistance to go to the new thing because there's a risk, right? And maybe this tightening will provide that impetus for people to look at that new thing more seriously and put out the pilot projects and get more aggressive about that and act fast.

TSC: In that, can I read your strategy on how you might crack the Bells, in that they might have to move to your technology faster than you'd have to move to their standard for certification?

Deshpande: Yes, absolutely. There's a maturing of the technology that has to happen, which will happen over the course of time. So they have to change, we have to change, and then, the things meet at a certain time. And all we can hope for is that that transition will happen faster and faster and faster.