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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (10112)	12/20/2001 2:29:27 PM
From: Lizzie Tudor	Read Replies (1) of 57684

Did you listen to the riverstone call? I thought it was a great report under the circumstances. Of course everyone off today thanks to jnpr but I see rstn got some upgrades. Since jnpr revenues are down 50%, rstn 60mm rev number looks great. Heres a few highlights, -They announced a Japan Telecom deal which seems large (although smaller than cox) -A lot of product in trials at baby bells which they expect will bear fruit next year -No 10% customers -Asia and especially china coming on strong "using ethernet for the last mile" which isn't done in the US (not quite sure what this means) -DSOs up a little, deferred revenue also up -Successfully winning business against cisco I think they might try to manage their numbers going forward (like cisco) with this deferred revenue acct. Manugistics numbers tonight which should be good. Lets see how healthy software is, we know i2 got some big wins recently. L

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