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I've been doing lots of DD for my future Next Generation Networks Gorilla Candidate Basket, and compiled the following info on Sycamore Networks that I thought would be good for a FAQ. If anyone has any content or format suggestions, please list them under "FAQ Revisions". We can then discuss them and incorporate any changes that are necessary or would improve the FAQ.


NGN Candidates – Sycamore Networks (SCMR), http://www.sycamorenet.com/index_flashnav.html



1)What does Sycamore Networks do?


Corporate Overview (from website):

Sycamore Networks, headquartered in Chelmsford, MA USA, is a publicly held corporation focused on developing the transport, switching and management products that are required to create a flexible, intelligent optical network.
Our vision
Our Vision and networking systems are laying the foundation for the next-generation telecommunications infrastructure. By bringing together a unique combination of strengths and experience in networking and state-of-the art optical systems and technologies Sycamore is providing service provider customers around the world with innovative solutions that bring intelligence to the massive installed fiber optic network - the backbone of the new public network.
Our solutions
Our Solutions are built from the ground up to turn raw fiber optic capacity into service ready, scalable, cost-efficient bandwidth. For local, regional and long distance service providers around the globe, it's not just a new solution. It's a new, more profitable and intelligent way of doing business.
History
Sycamore was founded in February 1998 by Gururaj "Desh" Deshpande (former founder of Cascade Communications), Rick Barry and Eric Swanson, (both from MIT's Lincoln Laboratory). Sycamore's founding team began with years of experience in optics and networking and an extraordinary vision - transforming the optical foundation of the public network into a flexible service foundation to support the data applications that are driving the growth of the public network.
In the process of translating the vision into reality Sycamore has defined a new market, Intelligent Optical Networking. Intelligent Optical Networking offers the promise of transforming the existing fiber optic transmission core from an inflexible transport medium into an intelligent network foundation for high-speed service delivery. With the March 1998 introduction of the SN 6000, the first intelligent optical networking product, Sycamore Networks has staked a leadership claim in this new and rapidly expanding segment of the public network infrastructure market. Today, Sycamore is providing to its service provider customers a broad range of intelligent optical networking products that enable the delivery of revenue-generating services directly over optical wavelengths, increasing network performance and facilitating a migration to a next generation optical infrastructure.
The Team - Not just a skill set, but a mind set.
Collectively the Sycamore team represents a unique collection of individuals from the optical and networking industries. The pace is fast, the team is energized and we are committed to delivering the innovative optical networking solutions that our service provider customers need to construct the foundation of their next generation infrastructure.
At Sycamore the way we think as a company makes a difference.. We understand our customers' business needs and we understand what their customers need. We bring a great depth of experience in both data networking and optical technology which is why our customers aren't just gaining a technology when they choose Sycamore, but the knowledge, confidence and proof that we have what it takes to deliver.

A MUST read titled “The Optical Future”: http://www.lightreading.com/document.asp?doc_id=335


2)What are Sycamore's products?


Sycamore has three product categories. They are Transport, Switching, and Management:


Transport:

The Sycamore series of market-leading intelligent optical networking transport products integrate the intelligence of SONET/SDH, the efficiency of IP, and the capacity of DWDM with state-of-the-art optical networking software to deliver the most flexible and cost-effective solution to public network scaling and service delivery issues. Employing soft-optic technologies to harness the raw power of hard-optics, Sycamore's transport platforms enable rapidly emerging optical technologies to be easily absorbed by the network and applied to the creation and management of enhanced network services. From the long-haul backbone to metropolitan networks to access environments, Sycamore delivers the most complete range of carrier-class optical transport products that enable service providers to meet customer demands for just-in-time high-speed data services.
· SN 8000 Intelligent Optical Network NodeA multi-faceted intelligent optical networking platform for delivering a wide range of scalable, revenue-generating wave services in access, metro core, and long-haul environments.· SN 6000 Intelligent Optical Transport NodeA highly scalable intelligent optical transport platform that rapidly provisions OC-48/STM-16 services on long-haul OC-192/STM-64 networks.


Switching:

Transforming static ring-based topologies into dynamic mesh-based networks, Sycamore's switching products bring added resiliency, scalability, and flexibility to the public network.
· SN 16000 Intelligent Optical Switch with BroadLeafTM NOSHighly scalable software-centric intelligent optical switch for carrier-class optical routing and network control


Management:

Sycamore's optical network management products provide end-to-end intelligent optical network management and facilitates network growth and evolution.
· SILVX ONMSA scalable management platform that brings just-in-time provisioning and comprehensive FCAPS management functionality to the intelligent optical network. · SILVX Partner ProgramA program designed to produce comprehensive, integrated solutions of third party software applications with SILVX ONMS to solve multi-technology interoperability issues and provide richer integrated solutions for the service provider community.





3)What does the future hold for optics and Sycamore?


Cinderella stories

By Peter J. Howe, Globe Staff, 3/13/2000

McDonald's. CBS. Philip Morris. Compaq. Merrill
Lynch. Pepsico. Sycamore Networks of Chelmsford.

That's a list of companies Wall Street thinks are worth $40 billion, give or take a few billion. And no, little 300-employee Sycamore is not a typographical error.

In an ascent astonishing even by Internet-age standards, Sycamore went public last Oct. 22 and its share price quintupled at the end of the first day's trading to give it a $14 billion market capitalization. Five months later, its stock value has rocketed up another $27 billion. Within the last two weeks, Sycamore, which makes optical networking systems for Internet carriers, has eclipsed Gillette as the state's second-highest valued company, after data storage giant EMC.

Sycamore is typical of the new breed of Internet companies valued as much, if not more, for their promise than their performance. Investors have bid up their stocks in the hopes that one - maybe Sycamore, maybe someone else – could become the next Cisco Systems or Microsoft.

It's hard to imagine what Sycamore could do for a second act beyond merely living up to the epic expectations of investors and surviving what seems like the inevitable shakeout facing richly valued companies in every Net-related sector.

But what is making Wall Street delirious are industry analysts' projections that optical networking will become a market worth tens of billions of dollars
annually within three to five years - with Sycamore at the heart of it.

The theory seems to be that, in a world where the Internet is reshaping everything from business to entertainment to human communication, demand for 'bandwidth' - carrying capacity on the fiber-optic cables that link the world - will only continue to explode.

Given the strength and breadth of its technology and the track record of its founders, whose past start-ups include Cascade Communications, Sycamore is widely seen as having as good a chance as rivals, if not considerably better, at dominating this insatiable market.

Brendan Hannigan, an analyst with Forrester Research in Cambridge, said of Sycamore: 'It is not ordained that Lucent, Nortel, or Cisco are going to be dominant in this space. These guys [Sycamore] have a shot, a good shot.'

Sycamore's business is to provide the gear and management systems that allow carriers to bring as much traffic as they can handle to their networks, and to do it more cheaply than the 'legacy systems' of traditional conduits for data such as AT&T or MCI WorldCom.

In the last few years, 'wave-division multiplexing' and other technologies have radically boosted the capacity of existing fiber-optic cables. One of Sycamore's specialties is systems to better manage that capacity, somewhat analogous to converting a private street into a toll road serving thousands of different vehicles daily.
Sycamore may also be one of the first companies to market with products supporting 'bandwidth on demand,' or the capacity for carriers to offer companies only the data-transfer capacity they need when they need it.

Imagine what ESPN.com, for example, might pay for the power to add capacity to support increased traffic to its Web site during college basketball March Madness, then shut it down the day after the championship. Or what any other company would pay to get only the data capacity it needs this minute instead of reserving a 'fat pipe' of capacity for 10 years.

Among investors, much of the enthusiasm for Sycamore can be traced to respect for its chairman and cofounder, Gururaj 'Desh' Deshpande, who formed the company in February 1998 with optical networking whizzes Rick Barry and Eric Swanson from the Massachusetts Institute of Technology's Lincoln Laboratory.

In 1990, Deshpande founded Cascade Communications Inc. of Westford, a data networking company which in six years grew to $500 million in revenues and 900 employees.

Cascade was bought in June 1997 by Ascend Communications for $3.7 billion. Ascend, in turn, was bought by Lucent Technologies for just under $20 billion last year.

Deshpande 'has the Midas touch here in Massachusetts,' said US
Representative Edward J. Markey of Malden, the senior Democrat on the House's telecommunications subcommittee.

Sycamore officials said they were unable to speak for this article because they are in a 'quiet period' imposed by the Securities and Exchange Commission before their planned upcoming secondary stock offering of up to 17.2 million shares, including 2.6 million that may be sold by insiders and early investors.

Already, Sycamore has scored some big credibility-boosting contracts that seem to carry far more weight with investors than its reported $7.4 million loss on revenues of $48.6 million during the August 1999 to January 2000 period.

Enron Broadband Services, a unit of the Houston-based energy giant, in January announced a three-year pact with Sycamore worth up to $200 million. Williams Communications in November said it would buy $400 million of Sycamore gear over four years. French and Scandinavian telecom giants are also big buyers.

At a forum at Boston College last week, MCI WorldCom chairman Bernard Ebbers - whose company is an investor in Sycamore - estimated MCI could spend as much as $100 billion over the next four years adding network capacity to meet bandwidth demand and will be looking to Sycamore for a big chunk of that.

Also, in January, Sycamore cemented its leadership position by spearheading the creation of a 100-company consortium developing open technical standards for optical networking. Such a move has been compared to phone companies agreeing on a dial tone.

The Interstate 495 belt in Massachusetts is home to a bevy of optical
networking companies that collectively are seen as far ahead of Silicon Valley, New Jersey, and other optical hotbeds. Among the many Bay State companies in the sector are Appian Communications Inc. and Coriolis Inc. of Boxborough, Tenor Networks Inc. of Acton, and Quantum Bridge Communications Inc. of North Andover.

The fiber-optic market generally consists of four parts: long-haul traffic, metropolitan loops, individual connections to businesses and homes, and switches and other devices that move traffic among those three segments. Sycamore, unlike many of its niche competitors, is involved or will be involved in every segment of the market as well as the software-based systems for running networks.

Like a gambler buying every ticket in a lottery to ensure he hits the jackpot, Wall Street collectively seems to be snapping up every optical networking stock - including Sycamore, Redback, JDS Uniphase, Juniper, Ciena, and others – in faith that at least one will dominate the market in the next decade.

And along the way, whichever one is the ultimate winner may well use its fabulously appreciated stock to take over several of the runners-up - a theory bolstered by Cisco's $7 billion purchase of Sycamore rival Cerent Corp. last August. Cisco, in fact, may emerge as one of Sycamore's toughest competitors.

The last five years have seen a revolution in the world's communications networks in terms of capacity within businesses and their connections to the Internet.

That revolution is now spreading to the core of the Internet, as carriers begin to upgrade their long-haul pipes to handle the huge increase in capacity and demand at the enterprise level.

'The entire public network is being rebuilt,' said Forrester's Hannigan.
'Sycamore is right in the middle of it, and their value proposition is a huge increase in capacity and a huge increase in efficiency.'

Jeff Gwynne, marketing vice president of Quantum Bridge communications in North Andover, a 100-person optical start-up that focuses on the 'last mile' connections, said: 'The whole global telecommunications infrastructure is being replaced right now with high bandwidth, and Sycamore is the leader in this space.'

Gwynne, whose company plans to go public sometime next winter but might be a logical takeover target for Sycamore, said of the stock price: 'I would invest in it. I know exactly why people are crazy over it. I'd buy the stock. I'd buy more. It's right on, if not a little bit low.'

But other voices urge caution.

Roger Wery, the San Francisco-based executive vice president of the
communications practice at Renaissance Strategy Inc., a global consulting firm, said while Sycamore is 'the best of breed in that bucket in a whole industry that is hot ... there is not enough room for all these companies to succeed and to achieve the growth objectives that Wall Street has for them.'

While he would not give numbers specific to different optical networking companies, Wery said many of the hot optical stocks assume a 40 or 50 percent growth in revenues every year for the next five to seven years even before the firms begin amassing enough profits to justify current valuations.

'There will be some true casualties along the way. You will have only a few winners, and some very bad losers,' Wery said. But he added: 'These valuations may be relevant to a few, and Sycamore may be one of them.'

This story ran on page C1 of the Boston Globe on 3/13/2000.
© Copyright 2000 Globe Newspaper Company.


Heard on Fox News Channel's Your World with Neil Cavuto: Trend-setting Fidelity Magellan Fund Manager, Robert Stansky, invested $300 million of Magellan's cash into SCMR stock during the first quarter of 2000.

Fox News reported that Stansky's investment in SCMR was confirmed in the fund's quarterly report from March 31, 2000. Magellan currently has net assets of $109,072.99 million (source: http://moneycentral.msn.com/investor/partsub/funds/overview.asp?Funds=1&Symbol=fmagx ), so its most recent SCMR investments represent just 0.275% of the fund's current net assets.

When asked if he was still a believer in younger tech companies such as Sycamore Networks in light of the sharp recent sell-off in tech stocks, Stansky replied that he felt that "tech stocks still have legs."

From www.lightreading.com


Sycamore's Smith Speaks


BURLINGAME, Calif. -- Dan Smith, CEO of Sycamore Networks Inc. (Nasdaq: SCMR) outlined his predictions for the future of optical networking -- and assessed the optical networking strategies of leading equipment vendors -- during his keynote speech at the Opticon conference here today.

"The winners in this business are going to be those companies that can tap an ongoing stream of hardware innovation very quickly, using software infrastructure to introduce it into the network nondisruptively and very, very quickly," he said.

The need for software that can turn dumb optical pipes into intelligent ones capable of delivering a range of money-making services, he said, is "a bar [that] will get raised every single month, every single quarter as time goes on."

So who's got the goods to succeed? When asked to rate leading competitors' optical networking strategies -- including Alcatel SA (NYSE: ALA), Cisco Systems Inc. (Nasdaq: CSCO), Lucent Technologies Inc. (NYSE: LU), and Nortel Networks Corp. (NYSE/TSE: NT) -- he indicated they've got lots of homework to do.

"Some don't have an optical networking strategy, or it's a work in process," he said.

Asked for specifics, he elaborated: "Nortel clearly leads from a market-share perspective. [But] when you get inside, it's fundamentally a Sonet extension strategy. It's certainly driving lots of revenues."

He described Lucent's strategy as full of "holes": "There are lots of smart people in that company and lots of technology, but the question is: Can you harness it in time to address the market that's open in the here and now? You don't have three years for these things to unfold."

On Alcatel: "Up to this point they've been focused primarily on the submarine marketplace, which is fundamentally different in many respects. But some of those skill sets should be translatable in this marketplace."


As for Cisco: "It remains to be seen if Cisco can assemble the properties to drive an effective optical strategy. They'll have to deal with the internal tug of 'the router will do everything' and get to where intelligence is diffused throughout the network."

Conference attendees had mixed reactions to Smith's observations. "I don't think he took the question seriously," said one finance officer, who spoke anonymously.

"I think he was pretty much on target," said Atul Tambe, director of engineering for an optical stealth-mode startup. "I always have my hype filter on, but even so, I think what he said was largely true."

-- Mary Jander, senior editor, Light Reading http://www.lightreading.com


I DEFINITELY care what Paul Johnson has to say (taken from recent interview at www.internetstocks.com):

Internetstocks.com: Which segment among these is attracting the most dollars now?
Johnson: The hottest right now is optics, and it looks to us like a very big market opportunity.
Internetstocks.com: Tell us about other growth stories among Next Generation Networkers. You favor Redback Networks (RBAK $123-5/16), Sycamore Networks (SCMR $123-3/4) and ONI Systems (ONIS $97-27/32), among others.
Johnson: Underlying all of this is the need for a robust, broadband, scalable core transport network. That's where optics plays. In that space on the systems side, we believe that ONI Systems and Sycamore Networks are the Gorilla candidates. These two are wrapping software and switching onto the wave-division multiplexing capability. On the subsystems front we believe Avanex (AVNX $130) is a potential Gorilla. Sycamore and ONI compete with Ciena (CIEN $141-15/16) and all three compete with Nortel (NT $72-7/8).
Internetstocks.com: Nortel is a formidable name to beat in this space.
Johnson: Yes, but Nortel can't keep up with demand so there's a spillover, and secondly Nortel has a proprietary architecture and the new vendors have an open architecture, and it is generally perceived that the open architecture will gain market share.


4) What competitive advantage, strategic partnerships and patents does Sycamore have?

Sycamore has is in a hot field w/ a great management team and great products. They integrate their products into great solutions and are well positioned for the future by establishing themselves as the leader in optics thus far. I would rate Ciena and ONI Systems as their closest competitors, but their market caps aren't near Sycamore's. However, they could easily catch up in such a rapidly expanding market.

Check this out:

The SILVX Partner Program:

The SILVX Partner Program is a comprehensive program established to provide richer integrated solutions for the carrier community. These solutions enable service providers to rapidly deploy new and unique services from the optical core, reducing time to revenue, increasing operational efficiency, and providing a competitive advantage. Solving the traditional interoperability issues among integrated optical and high-speed routing technologies, the SILVX Partner Program ensures cohesive, well-developed implementations of synergistic software and equipment used in the optical network. These implementations enable Sycamore Networks and the affiliated SILVX Partner to better meet the needs of a growing and diverse customer base.

SILVX Partners are selected on the basis of the synergy of their products with Sycamore products, best-in-class market status, and dedication to positively impact customer expectations. Partners must have a comprehensive understanding of industry direction, a significant presence throughout the telecommunications industry, and their solutions should be represented in carrier-class operations. They must make a commitment to team up with Sycamore Networks throughout a particular project and throughout the lifecycle of that relationship.

The integrated solutions that result from these partnerships are built on open software interfaces to leverage flexibility and unlimited scalability. These open interfaces permit "plug and play" interoperability, enabling quick revenue generation without the need for labor-intensive custom development. The SILVX architecture was initially designed for seamless and rapid integration.. Using a metadata-driven architecture, SILVX is able to integrate with other complementary applications in a generic non-intrusive, non-disruptive manner. This approach also enables non-disruptive product upgrades and user customization to better meet the needs of the customer.

The SILVX Partner Program benefits all participants involved. Sycamore is able to extend the capabilities and value to their SILVX network management system with best-of-class applications that add commensurate value to the customers' service offerings. Partners are brought into new sales opportunities, introduced into network planning cycles, and exposed to the end-to-end needs of the optical customer. Customers benefit from the richer, differentiated service opportunities generated by this joint best-in-class solution by capitalizing on the competitive advantages and reduced time to revenue.

Partners?:

- CrossKeys
- Syndesis


*** Does anyone have a good link to specific patents by Sycamore or its employees? ***




5) Who are Sycamore's Customers?

Sycamore Networks target customers are new and established local voice and data service providers, long distance carriers, Internet service providers, cable operators, foreign telephone and wholesale carriers, all of which are referred to as service providers.


6)Competition:

This is a rapidly expanding market, with new entrants coming public frequently. Some of Sycamore's main competitors are as follows:

- Ciena
- Cisco
- Lucent
- Nortel
- ONI Systems
- Corvis

This is what the company itself has to say:

The market for intelligent optical networking products is intensely
competitive, subject to rapid technological change and significantly affected by new product introductions and other market activities of industry participants. We expect competition to persist and intensify in the future. Our primary sources of competition include vendors of network infrastructure equipment and optical network equipment, such as Ciena Corporation, Cisco Systems, Lucent Technologies and Nortel Networks, and private companies that have focused on our target market. Many of our competitors have significantly greater financial resources than us and are able to devote greater resources to the development, promotion, sale and support of their products. In addition, many of our competitors have more extensive customer bases and broader customer relationships than us, including relationships with our potential customers.

In order to compete effectively, we must deliver products that:

. provide extremely high network reliability;
. scale easily and efficiently with minimum disruption to the network;
. interoperate with existing network designs and equipment vendors;
. reduce the complexity of the network by decreasing the need for
overlapping equipment;
. provide effective network management; and
. provide a cost-effective solution for service providers.

In addition, we believe that a knowledge of the infrastructure requirements applicable to service providers, experience in working with service providers to develop new services for their customers, and an ability to provide vendor-sponsored financing are important competitive factors in our market. We do not currently have the ability to provide vendor-sponsored financing and this may influence the purchasing decision of prospective customers, who may decide to purchase products from one of our competitors who offers such financing.

Good link to possible competitors: http://boards.fool.com/message.asp?id=1380365000039000&sort=id


**Also see above comments by Smith.


7)Who manages Sycamore?

Desh Deshpande is founder and chairman of Sycamore Networks, Inc. Prior to co-founding Sycamore Networks, Dr. Deshpande was founder & chairman of Cascade Communications. He founded Cascade in 1990 with a vision to create a new public network for global computer connectivity. Between 1991 and 1997 Cascade grew to $500 million in revenue and achieved market leadership in carrier class Frame Relay and ATM.

Daniel Smith is president and CEO of Sycamore Networks, Inc. Previously, Smith was president and CEO of Cascade Communications responsible for all operational facets of the company. Under his leadership, Cascade grew from a small startup to a company with $500 million in revenue and nine hundred employees. Cascade was acquired by Ascend Communications for $3.7 billion in June 1997. During Smith's tenure at Ascend he held the position of executive vice president and general manager of Ascend's Core Switching Division.

Frances Jewels is the chief financial officer and vice president of finance and administration for Sycamore Networks, Inc. Prior to joining Sycamore, Ms. Jewels held the position of vice president and general counsel at Ascend Communications, Inc., a networking company. Ms. Jewels previously held the position of general counsel at Cascade Communications Corp. prior to its acquisition by Ascend. Prior to her position at Cascade, Ms. Jewels specialized in public and private corporate finances, taxation and general corporate representation at Testa, Hurwitz & Thibeault.

Chi Kong Shue is executive vice president of engineering for Sycamore Networks, Inc., where he oversees product development, systems integration and quality assurance. Prior to joining Sycamore, Mr. Shue co-founded Cascade Communications where he was also a corporate fellow and the vice president of remote access engineering. After Cascade's 1997 acquisition by Ascend Communications, Mr. Shue assumed the role of vice president, software and systems engineering for Ascend's Core Switching Division.

Richard Barry is co-founder and chief technical officer of Sycamore Networks, Inc. where he is responsible for network and product architecture. Prior to co-founding Sycamore Networks, Dr. Barry was the chief network architect of the Advanced Networks Group (formerly known as the Optical Communications Technology Group) at MIT Lincoln Laboratory where he architected and co-developed high speed WDM and OTDM (soliton) optical networks.

Eric Swanson, a co-founder of Sycamore Networks, Inc., is vice president and general manager of the core networking business unit. In this role, he manages product strategy, product marketing and management, development and engineering for Sycamore's next generation core networking products. Prior to this role, he served as Sycamore's chief scientist. Before co-founding Sycamore Networks, Mr. Swanson was the associate group leader of the Advanced Networks Group at MIT's Lincoln Laboratory. In that role, he was instrumental in developing next-generation high-speed terrestrial and space-based communication networks.

Ryker Young is Vice President of Sales for Sycamore Networks, Inc. where he is responsible for all sales activities and customer relationships. Prior to joining Sycamore, Young was the regional director of central telco operations for Ascend Communications. In that role, he managed a large sales team and was instrumental in positioning Ascend as the market leader in ATM and frame relay.

Kurt Trampedach has served as our Vice President of International sales since July 1999. Prior to Sycamore, Mr. Trampedach was Vice President, Carrier Market Development for Ascend Communications, and then Lucent Technologies, Inc. (through Lucent's acquisition of Ascend). From September 1996 to June 1997, Mr. Trampedach was Vice President, International Sales for Cascade Communications Corp., which was acquired by Ascend in 1997. Mr. Trampedach was Vice President, European Operations for Alcatel USA, Inc. from April 1994 to September 1996.

John Dowling is vice president, operations for Sycamore Networks, Inc. where he is responsible for all manufacturing and systems integration activities. Prior to joining Sycamore Networks, Dowling held similar positions with Aptis Communications and Cascade Communications. John Dowling brings to Sycamore more than 20 years experience as an OEM supplier to the Data / Telecommunications markets and is recognized as a pioneer in adapting manufacturing partnerships to meet customers requirements for scheduling flexibility and quality.

Jeff Kiel is the vice president and general manager of Core Switching at Sycamore Networks, Inc. He is responsible for bringing to market Sycamore's portfolio of intelligent optical switches. In this role, he manages product strategy, product engineering and development, and product marketing. Prior to this, Mr. Kiel served as Sycamore's vice president of product marketing. Prior to joining Sycamore, Mr. Kiel was director of product marketing for the Core Switching Division of Ascend Communications, Inc.

Anita Brearton is the vice president of corporate marketing for Sycamore Networks, Inc. where she is responsible for corporate marketing and marketing programs. Prior to joining Sycamore, Brearton was Vice President of Marketing for Artel Video Systems, Inc. In that role, she was responsible for positioning Artel's fiber optic video transmission and outing products in the telecommunications and broadcast markets.

Kevin Oye is the vice president of business development at Sycamore Networks, Inc., where he is responsible for the formation of strategic industry partnerships and new business ventures. Before joining Sycamore, Mr. Oye was vice president of strategy and business development at Lucent Technologies, where he played a key role in rapidly growing the company's data networking business through acquisitions and strategic partnerships, including Ascend, Nexabit and Xedia.

Collectively the Sycamore team represents a unique collection of individuals from the optical and networking industries. The pace is fast, the team is energized and we are committed to delivering the innovative intelligent optical networking solutions that our service provider customers need to construct the foundation of their next generation infrastructure.

Good link to more info about management team: http://www.ostman.com/alert-ipo/ai.exe?cobrand=ostman&company_template=company_mgmt_&company=3724


8)Some of Sycamore's latest Press Releases:


Sycamore Networks Introduces SILVX Partner Program to Bring Best-of-Breed Integrated Service Solutions for Intelligent Optical Networks

Focused on optical service management, the first program partners, Syndesis and CrossKeys offer integrated service provisioning and service assurance capabilities

Mon, July 24 2000

Chelmsford, MA - Sycamore Networks (NASDAQ: SCMR), a leader in intelligent optical networking, today announced the SILVXTM Partner Program – a program that brings together best-of-breed integrated service solutions from a focused set of partners, enabling carriers and service providers to quickly deploy revenue generating services directly from the optical network.
SILVXTM Optical Network Management System (ONMS) will now offer enhanced solutions with additional functionality from Syndesis, a leading provider of automated service provisioning software, and CrossKeys, a carrier-scale service assurance and network performance application provider. The SILVX Partner Program will enable carriers and service providers to provide differentiated services, operate more efficiently and generate additional revenue.
“Carriers and service providers require a comprehensive optical management and service delivery system that will both integrate easily into their existing Operations Support System (OSS), all while enabling them to set-up and tear down services quickly and cost effectively,” said Deb Mielke, Principal analyst with Treillage Network Strategies. “With Sycamore's SILVX ONMS and third-party applications, carriers and service providers can quickly create and implement differentiated services and generate revenue faster than ever before.”
SILVX ONMS provides for the management of third party products and integrates easily with other OSS' when introduced into an existing network environment. SILVX ONMS offers a robust suite of service solutions when integrated with the NetProvisionTM software suite from Syndesis and CrossKeys Resolve®, the service assurance and network performance software from CrossKeys. The complimentary services are unmatched in the industry and offer a portfolio of optical service management tools for carriers who want service differentiation and rapid revenue generation without the need for labor- intensive custom development.
SILVX Partner Program
The power to keep a customer at a pre-defined service level without interrupting their service as a network, promotes the ultimate scalability as carriers or service providers expand their customer base and service offerings. Enhancing the current point-and- click provisioning competencies offered on the SN 8000TM transport and SN 16000TM switching platforms, SILVX ONMS with integrated automated provisioning software from Syndesis, offers additional levels of visibility and control into the service provisioning process. These combined applications offer a greater level of point-and-click provisioning in multi-technology hybrid architectures while providing a deeper view for network deployment and synchronization.
Carriers and service providers wanting a performance view of both the network and services in and across their environment, can now get a superior level of performance management using SILVX ONMS and integrated software from CrossKeys. This application has an advanced service model that allows for a correlated view of the network with customer subscribed services, enabling service providers to map network and services performance management to end customers and integrate this information within a service provider's larger OSS environment.
Sycamore will continue to enhance SILVX ONMS through its strategic partnerships in the SILVX Partner Program and bring best-of-breed, carrier class solutions to meet the needs of our diverse customer base. The service provisioning and performance management applications will be available in Q4 2000 and pricing depends upon configuration of the network. For more information on the SILVX Partner Program, go to www.sycamorenet.com.

360networks First to Deploy Worldwide Intelligent Optical Mesh Network With Sycamore's Intelligent Optical Switch

Fri, July 07 2000

Chelmsford, MA and Vancouver, BC - Sycamore Networks (NASDAQ: SCMR), a leader in intelligent optical networking, and 360networks (TSIX: NASDAQ and TSX: TSE), an international provider of broadband services, today announced an agreement targeting purchases of up to US $420 million.

Over the course of the agreement, Sycamore will provide 360networks with its new SN 16000 intelligent optical switch, SN 8000 intelligent optical transport products and SILVX™ optical network management system. When deployed, 360networks will have an optical mesh network that exceeds the scope and magnitude of any network deployment of optical switches.

“Our optical network will provide a new level of broadband services to telecommunications and data communications companies worldwide,” said Greg Maffei, president and chief executive officer of 360networks.

“Sycamore's equipment provides us two distinct competitive advantages,” Maffei added. “It enables us to scale our network and provide high-speed bandwidth services much faster and more effectively than our competitors, as well as the ability to offer a unique set of services directly from the optical network such as optical virtual private networks, bandwidth on demand and dynamic wavelength switching.”

Sycamore's SN 16000 intelligent optical switch combines the BroadLeaf™ Network Operating System's innovative signaling and routing software with innovative hard optic technologies to create a flexible, intelligent platform for the delivery of high-speed services on demand. Built on a combination industry-standard OSPF routing and MPLS signaling and Sycamore's soft optics, the SN 16000 IP-centric BroadLeaf software platform has been designed to provide the scalability and interoperability required by today's large-scale applications and hybrid environments.

Designed to switch services from STS-1 up to OC- 192/STM-64 as well as Gigabit Ethernet, the SN 16000 enables service providers to maximize their networking resources to address new customer demand for high- speed services.

“The intelligent optical network is rapidly being deployed as service providers seek innovative technology that will give them a competitive advantage in the market place,” said Daniel E. Smith, Sycamore's president and CEO. “We look forward to developing our strategic relationship with 360networks, as they are the first to deploy a worldwide optical mesh network with Sycamore's intelligent optical switch. 360networks will be able to seamlessly offer a new level of broadband services directly from their optical network.”

In addition to deploying an intelligent optical network, 360networks plans to use Sycamore's BroadLeaf NOS to build and emulate a full-scale network in its corporate labs to test and manage actual traffic patterns, failure scenarios and changes in network capacity. This live network is accomplished by combining a SN 16000 intelligent optical switch with PC servers running the BroadLeaf™ Network Operating System. By running the same software on both the optical switches and the PC servers, it is now possible to actually test large optically switched networks. This will greatly accelerate 360networks' ability to move from lab tests directly to a full-scale network deployment.

The SN 16000 with its BroadLeaf NOS brings a new level of networking intelligence and flexibility to the optical domain. Together with the SN 8000 network node and the SILVX™ ONMS optical network management system, the SN 16000 provides a complete intelligent optical network solution for rapid service scaling, provisioning and end-to-end lightpath management from access to backbone at the core of the public network.
About 360networks

360networks offers broadband network and co- location services to telecommunications and data communications companies. 360networks is developing one of the largest and most technologically advanced fiber optic networks in the world. By the end of 2001, the network is expected to measure 91,000 kilometers (56,000 miles) and link 90 major cities with terrestrial routes in North America and Europe, undersea cables linking North America with South America and Europe, and nearly two million square feet of network co-location space. 360networks and its predecessors have been developing communications networks since 1988. More information is available at www.360.net.

Sycamore Networks, Inc. Receives Early Termination of Hart-Scott-Rodino Waiting Period for Sirocco Systems, Inc. Merger

Wed, July 05 2000

Chelmsford, MA - Sycamore Networks, Inc. (NASDAQ: SCMR) today announced that it received early termination of all waiting periods under the Hart-Scott-Rodino Antitrust Improvements Act relating to its merger with Sirocco Systems, Inc. The closing of the merger is subject to various closing conditions, including approval by the shareholders of Sirocco. A sufficient number of Sirocco shareholders have signed a voting agreement to ensure the required approval for the transaction.




Resources/Links:


1.Sycamore Networks home: http://www.sycamorenet.com/index_flashnav.html
2.Great site for optics: http://www.lightreading.com (I wouldn't be able to figure any of the above out w/o reading through this site first!)
3.More company info: http://www.ostman.com/alert-ipo/ai.exe?cobrand=ostman&company_template=company_competition_&company=3724
4.Go here for an overview on technology that Sycamore is involved in: http://www.sycamorenet.com/solutions/technology/technology.html
5.Some good info about Sycamore's beginnings as a publicly traded company: http://boards.fool.com/Message.asp?id=1240771000110000&sort=id
6.Good board for discussion on optics (FrozenCanucks's FiberHead Friends): http://boards.fool.com/Messages.asp?id=1380365000039000&sort=id
7.Don't forget the Sycamore board at TMF!: http://boards.fool.com/Messages.asp?id=1240771000008000&sort=id
8.Good post by The Rubal: http://boards.fool.com/Message.asp?id=1240771000171004&sort=id (and follow up by NumberSix): http://boards.fool.com/Message.asp?id=1240771000171006&sort=id


Thanks to all those who contribute valuable content w/ depth to this board. I'd appreciate any and all creative criticism, feedback, and suggestions.

Thanks, Chris Larsen

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