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Non-Tech : Knight/Trimark Group, Inc.
KCG 20.000.0%Aug 17 5:00 PM EST

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To: mnreddy who wrote (3413)8/11/1999 2:35:00 PM
From: Sir Francis Drake  Read Replies (2) of 10027
 
Murli JNPR is in a very hot market segment - the same business as CSCO - building the physical infrastructure of the internet. The technology is even more cutting edge than CSCO (in my understanding), a high CSCO executive recently left to go to JNPR. Today JNPR is racing up, partly because CSCO released good earnings which shows the market for these products is red hot - and will keep growing. Everybody wants to get in on the ground floor of a new CSCO - which JNPR is perceived as. That may never pan out, but for now, this is the honeymoon period, and the story is far more solid than many nebulous net stories. All people have to do is look at CSCO - real stuff, hardware.

I've been buying/trading JNPR from the beginning, and I've made a ton of $ - it is by far my favorite IPO, and now a new one just came out today that I think will be super hot RHAT - linux is hot and will only get hotter, the story again, is "sky is the limit" type thing. I don't care if it actually pans out - I intend to make $ on it in the meantime - buying/trading it already.

Morgan
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