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To: H James Morris who wrote (118063)2/18/2001 12:05:13 PM
From: Mark Fowler  Respond to of 164685
 
ok good luck!



To: H James Morris who wrote (118063)2/18/2001 7:57:10 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164685
 
Sycamore Ntwks (SCMR) 23 3/16 -3 5/8: Salomon Smth Brny
downgraded to OUTPERFORM from BUY with a $30 price target.
Analyst says Ciena appears to be winning the recent battles for
market share in the optical switch market. Also says has heard
discouraging commentary from a number of service providers about
their experiences with the Sycamore products. The Sycamore
software is developing a reputation of being difficult to integrate with
other vendors equipment. Sycamore is in desparate need of a
meaningful contract win, yet the tough conditions may make this
difficult to achieve over the next several months.



To: H James Morris who wrote (118063)2/18/2001 8:01:00 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164685
 
Sun Microsystems (SUNW) 23 3/16 -4: Goldman Sachs reassesses
estimates for enterprise and storage companies to reflect a slowing
of the US economy that may take somewhat longer to turn than
anticipated; starts off by reducing its FY01 view on SUNW to $0.65
from $0.68 and trimming revenue forecast by $170 mln to $20.7 bln.