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


To: harry-the-original who wrote (1984)4/2/2001 1:19:38 PM
From: bob zagorin  Read Replies (2) | Respond to of 2249
 
JMHO. long term excellent but short term i don't know what SCMR's reliance on several large customers will mean. I'm waiting to see hear this Q and how Williams relationship fares.



To: harry-the-original who wrote (1984)4/2/2001 1:25:31 PM
From: GraceZ  Respond to of 2249
 
From the wasteland:

Morgan Stanley - SCMR Highly Attractive
by: yvelnevets_2020 (50/M/New York, NY) 04/01/01 04:09 pm EDT
Msg: 57054 of 57094

March 30, 2001 5:45 PM EST

Subject: Sycamore Networks

Communications sector analyst Alkesh Shah reported that after visiting the Clemsford, MD facility last week that he is very excited about the new large grooming version SN16000 system, and said another new product, the SN 10000 ultra long-haul transport system is shipping and is generating significant revenue this quarter. Shah maintained his "outperform" rating and $45 price target Friday.
Another positive development for the company is the announced spin off of Williams Communications by parent company Williams.

Shah said that Sycamore is “poised to capitalize” and its stock is “highly attractive” with $3.47 per share in cash.


Posted as a reply to: Msg 57046 by yvelnevets_2020

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