Summary

Sycamore was my customer at EMCORE Corp and the need for optical switches of Sycamore has been dying lately. I got the news that Cisco also disqualified Sycamore Networks in one of their latest quals of optical switches used in routers. That is a big blow and no doubt their $ revenues will be impacted, with Cisco being a 800 pound gorrilla as their customer. No doubts, lay offs are bound to happen.

Analysis

I am very knowledgeable and familiar with sycamore networks, intelliegent optical switch vendor. Sycmaore was my customer at EMCORE Corp and the need for optical switches of Sycamore has been dying lately. I got the news that Cisco also disqualified Sycamore Networks in one of their latest quals of optical switches used in routers. That is a big blow and no doubt their $ revenues will be impacted, with Cisco being a 800 pound gorrilla as their customer. No doubts, lay offs are bound to happen.

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