VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (20578)	11/29/2000 3:01:10 PM
From: DiB	Read Replies (1) of 65232

V, all JMHO: 1) EXTR is VERY overrated. FDRY is a much better business, than EXTR. IMO FDRY has a real good chance to be the Staples of the Next Generation Networking: they've lots of different products from web switches to Internet core routers. FDRY is also a better value at this point. 2) I agree with you on JDSU. The scary thing is if they break 48-50, there is no support until 30s. 3) CIEN should have very decent earnings. I doubt they will spectacular. Today's volume is alarming, though... Could be profit taking by institutions for the Y2K. 4) JNPR has to settle down, take a breather, build some base around 100-120 similar to what it did in April-May of this year with 70-90, and blow through 130 with volume. It will be a great trading stock. It is a great company, they just need to open new markets. Respectfully, DiB

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