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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Bocor who wrote (8399)10/17/2000 8:41:59 PM
From: Boplicity  Read Replies (2) of 65232
 
there is a big difference between QCOM and JNPR. QCOM mentioned a slow down, was trading the promise of 3G which was months away and wasn't very clear, and China fell through. With QCOM it's them against the world. JNPR has taken on the CSCO and is winning.

Greg
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