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: Techplayer who wrote (1690)	12/15/2000 3:16:57 PM
From: GraceZ	Read Replies (2) \| Respond to of 2249

Competitors of SCMR are willing to play the game with the BOCs Who we talking here....CIEN? LU? NT? LU is only the first casualty. It ain't the money for certification that is the issue here, but time. I still contend that competitors to SCMR that wait for certification will fall behind, some hopelessly behind. They will take the money offered by pandering to the BOCs and will sacrifice a competitive edge in the process. This isn't your father's network any more. SCMR isn't trying to force their standards, they are trying to establish interim standards that move and change faster than the "iceberg with a tugboat" standards of the BOCs. SCMR has a lot of support from the other companies involved in this fast moving landscape and undoubtedly they will give on some issues. Its too early in the creation of mesh topologies to establish strict standards, that doesn't mean that there can't be a dialogue about them, standards aren't mandated they evolve. Everything SCMR makes can be modified after the fact, it has upgrade-able firmware, so as standards evolve so can the equipment they sell today. No one, even the mighty BOCs can afford to ignore technology that offers efficiency that is magnitudes higher than what they are using now. I wonder why BellSouth doesn't share the other BOCs resistance? I wonder how Vodaphone can justify going with unblessed equipment? What was WCOM thinking? How does Quest get away with it? And those upstarts 360?! Let's not forget Williams.....me thinks we find some BOCs on this list sooner rather than later.

To: Techplayer who wrote (1690)	12/15/2000 4:08:34 PM
From: ahhaha	Respond to of 2249

She understood. You didn't pick up the subtleties in her post. They contained original concepts. Competitors of SCMR are willing to play the game with the BOCs. Good. Let them. That should put them even further behind. For SCMR to believe that theirs is the only solution and that their standards will become industry standards is laughable. No one has said that, but you have asserted the opposite. Te opposite position is the worst of all worlds. It's narrow minded just like OSMINE. I happen to believe that changing the opinion of the BOCs on network standards is like moving an iceberg with a tugboat. Why bother? Haven't you implied as much? The way to succeed is to provide a superior product and ignore what others are doing. The BOCs will find you because they don't have any choice. Telecordia hasn't done squat for them and OSMINE is nothing more than privileged entry into the land of failure. Since when are BOCs the lynch pin in this arena? Since SONET became THE standard? SCMR could be selling more equipment to carriers with real needs and real money now if they spent a small amount of money to become certified to do so. This is a completely mistaken approach. As soon as you go down that path you find yourself buried in other's inefficiency and you do it for a song and a peanut. That kills the profitability of what is working.

To: Techplayer who wrote (1690)	12/15/2000 6:21:24 PM
From: SJS	Read Replies (1) \| Respond to of 2249

Tech, I sorta agree with you. Maybe it was the way that article was written, maybe not. However, the stocks down sharply since it was published (as it the market....) and the BOA recco just nudged it green today. The attitude of the company seems downright arrogant on this issue. It's their right to be that way, but they're too small to be that way. Microsoft was that way in the 90's, and had the products and marketing muscle to accomplish it. They made things standard just from their endorsement of protocols or middleware (MAPI, for example)! SCMR doesn't have either. Their technology can be leapfrogged, and the "game" now much different that it was just a mere year ago. Why? Perceived lower capex spending. Steve