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Sly Ace:

4. SCMR -- even though a royalty play, I have to believe that this royalty game
will be going strong in 5 years. For reasons I cannot articulate (probably a bad
sign), I would pick this one over RBAK and if I were limited to five, I would not
pick two in the same game.


Sly,
Could you explain why you believe that Sycamore and Redback are in the "same game"? I'm not saying that they aren't, but I just spent an hour on their website
and the only thing I could come up with is:

http://www.sycamorenetworks.com/solutions/products/silvx_onms/overview.html

Is it your contention that this product competes with Redbacks SMS:

www.redback.com/products/sms_1800.html

or with their Siara product:

http://www.redherring.com/insider/1999/0901/news-siara.html

As for Royalty, many are betting that Redback has a more simian nature.

Thanks, Tim

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