SI
SI
discoversearch

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.
Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: 2MAR$ who wrote (633)6/22/2001 9:09:30 AM
From: keithcray  Respond to of 208838
 
09:07 ET Robbie on Orphans : Hearing from sources at Robertson Stephens that the firm seeing value in the following telecom equipment "orphans" based on analysis of cash positions: Sycamore (SCMR 7.91), Corvis (CORV 3.52), Clarent (CLRN 7.70), and Cosine (COSN 2.10).