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To: Paul Kern who wrote (726)	2/7/2001 8:14:11 PM
From: Softechie	Read Replies (1) \| Respond to of 2155

SCMR I think it's going to drop to low teens amidst negative environment of telecom sector slowing spending and sentiment and if they don't meet the top-line revenue number. However they have enough cash to burn for another year. So it's a toss up at this junction. If I were to short it now, I would start with a small position and build it as it goes down. Be patient with these net equips at this point.

To: Paul Kern who wrote (726)	2/7/2001 8:53:32 PM
From: Softechie	Read Replies (1) \| Respond to of 2155

Compare the SCMR and CMTN numbers from profiles: biz.yahoo.com biz.yahoo.com Take a look at these numbers: 1. Financial strength especially with Cash. 2. Income statement especially with Sales. 3. Market cap and especially with Float. Although they make and sell different technologies but with soft economy, SCMR could feel more pain than CMTN. I think CMTN has found the bottom. DSL may be outdated technology IMO. Many of my friends have or are going to get cable modem. In shorts, SCMR will see teens if they don't make the top-line revenue numbers for next couple of quarters. Good luck.

To: Paul Kern who wrote (726)	2/7/2001 8:53:32 PM
From: Softechie	Respond to of 2155

Compare the SCMR and CMTN numbers from profiles: biz.yahoo.com biz.yahoo.com Take a look at these numbers: 1. Financial strength especially with Cash. 2. Income statement especially with Sales. 3. Market cap and especially with Float. Although they make and sell different technologies but with soft economy, SCMR could feel more pain than CMTN. I think CMTN has found the bottom. DSL may be outdated technology IMO. Many of my friends have or are going to get cable modem. In shorts, SCMR will see teens if they don't make the top-line revenue numbers for next couple of quarters. Good luck.