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Technology Stocks : Juniper Networks - JNPR

JNPR 39.95

0.0%

Jul 2 5:00 PM EST

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To: Bridge Player who wrote (741)	8/19/1999 6:23:00 PM
From: Wizard	Read Replies (2) of 3350

>>"Work the arithmetic," 4.8mm shares outstanding. $XXX gazillion dollars in growth funds with most wanting X% devoted to internet infrastructure companies. The math of supply and demand sounds tough to 'work' when you have a company with blue chip management, blue chip customers, blue chip venture investors and blue chip underwriters with numbers that aren't going to stop ramping. Don't get me wrong, I can't argue for what the right valuation should be in the short-run because supply/demand is out of whack and my freshman econ class taught me what happens when demand exceeds supply. I do know that JNPR has the makings of a great company. Combine 1) sales and price momentum with 2) a great company 3) limited liquidity and 4) shorts whose only basis is valuation and you have the makings of a rocketship. You would think that shorts would have learned their lesson after last year but I guess not.

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