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Author: kahunacfa Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1933  
Subject: Deleted Message Date: 2/23/2006 9:02 PM
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Author: stevenjklein Big funky green star, 20000 posts Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 1907 of 1933
Subject: Re: Sycamore Networks - Classic G&D pick Date: 2/23/2006 9:28 PM
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I went to the local Library to browse through their copy of the Value Line Investment Survey.

Can you tell us (well, me really) more about Value Line Investment Survey?

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Author: budfox100 One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 1918 of 1933
Subject: Re: Sycamore Networks - Classic G&D pick Date: 6/9/2006 10:13 AM
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Kahuna,

I just cought this board and have a question for you on this. From a DD standpoint, didn't management's decision to bring in an investment bank to do its job raise some red flags? If so, how did you oversome this in your analysis?

Just curious,

Jason

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Author: wutangfinancial Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 1919 of 1933
Subject: Re: Sycamore Networks - Classic G&D pick Date: 7/5/2006 5:38 PM
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I think I'm going to start a new position in SCMR since its now back below $4...Earnings momentum is actually pretty good even though there's little profit, and their current ratio is still extremely high, yet inventory isn't piling up. I think at below $4, SCMR is an example of a damaged stock and an improving business, an ideal combination. Anyone think I'm missing something?

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