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: ahhaha who wrote (1694)	12/15/2000 5:25:43 PM
From: Techplayer	Read Replies (1) \| Respond to of 2249

ahhaha, I have no argument? SCMR is certainly not strong enough to change the ways that the telcos do business. Neither the technology or the management team is strong enough to do that. It is funny that you think that CIEN is becoming old school since Williams just kicked SCMR out of a piece of a network in favor of CIEN, a company that did not give them a billion dollars in stock this year. Do you really think that TSIX is going to knock the BOCs out? They are a good company, but they certainly are not that strong. For a company to go through the OSMINE program is far from an admission of defeat. It is the pursuit of a huge contract from a company that does not need vendor financing and has plans to build a huge A-Z network. So SBC, Bellsouth and Verizon are going extinct? Have you seen the strength of their stocks relative the industry? SCMR is avoiding real revenue from companies that can pay and do not need vendor financing. I will take an NT at this point. they have the product, technology and manpower to produce. My argument is to throw a relatively small amount of cash to comply with a set of standards that could possibly lead to a truckload of sales.

To: ahhaha who wrote (1694)	12/15/2000 6:09:31 PM
From: Techplayer	Read Replies (1) \| Respond to of 2249

ahhaha, Despite my arguments regarding Osmine, I do like SCMR for the people there and the technology. I just believe that they are missing out on revenue for the future. tp

To: ahhaha who wrote (1694)	1/9/2001 11:47:54 AM
From: Techplayer	Read Replies (1) \| Respond to of 2249

ahhaha, This is an interesting article. So far, it seems that CIEN is holding its own. bizjournals.com