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

To: Techplayer who wrote (1695)	12/15/2000 7:32:54 PM
From: ahhaha	Respond to of 2249

SCMR is certainly not strong enough to change the ways that the telcos do business. I think the company is and it should be part of the mission of sales to convince them that they need to go in a different direction. The sales argument to make is that SCMR has a lower average cost solution and a solution which evolves with an average lower cost. Trying to remain backwardly compatible can be accommodated up to a certain extent, but the extent implied by certification is the extent where everyone loses. Neither the technology or the management team is strong enough to do that. Then a lot of companies have made poor judgements. 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. WMB does business with a lot of companies. I will investigate your claim that "Williams just kicked SCMR out of a piece of a network in favor of CIEN". I seem to recall something different, something like "Williams selected CIEN to supply some parts of the network". Do you really think that TSIX is going to knock the BOCs out? Yes. For the reasons you gave about dinosaurs hitting the KT boundary. They are a good company, but they certainly are not that strong. How strong was CSCO five years ago? 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. Precisely my point. However, a BOC won't award the big contract to one vendor. They'll piecemeal it to competing certifieds. You can look at vendor financing from a half empty perspective, but from the half full view, you retain control of the goods and you retain a certain control over how they are deployed. The buyer is happy you are doing that. Say the BOC does award the big contract to one vendor. All that vendor needs to do is work within an arena of obsolescing equipment. How will that enable the BOC to avoid the KT boundary? If you doubt, go ask Att how goes the struggle. Of course, we aren't talking data, we're talking voice, aren't we? So SBC, Bellsouth and Verizon are going extinct? Have you seen the strength of their stocks relative the industry? Probably, and unless they can transform themselves into a completely different entity, it's a lock. SBC is DOA, but BSC has a chance because they have at least tipped a toe in water with FTTH. SCMR is avoiding real revenue from companies that can pay and do not need vendor financing. The "real" revenue comes with hidden costs which can't be avoided. This has been Att's experience. 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. Sounds like buying call options with the rub that the truckload is filled with profit diluting "gotchas". Maybe it can be done profitably. Speculation can succeed at times exceedingly well.