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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: - who wrote (947)	9/12/1999 7:20:00 PM
From: Tom Hua	Read Replies (1) of 3350

At its current $10B market cap, successful is not the issue, perfection is. MMCN dropped 60% on the loss of IBM as customer, APEX lost 1/3 on rumors of losing HP as customer (which the company confirmed today, and stock will likely drop some more tomorrow). JNPR will easily get a 80% haircut if it loses UUnet. Think twice if anyone thinks that's not gonna happen. UUnet cut its purchase from RBAK by 2/3 last quarter. Regards, Tom

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