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Technology Stocks : Juniper Networks - JNPR
JNPR 39.950.0%Jul 2 5:00 PM EST
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To: Rich Wolf who wrote (3106)3/16/2002 12:36:28 AM
From: Raymond Duray  Read Replies (1) of 3350
 
Rich,

Re: BTW, did you see the data set he presents showing the growth of IP traffic through Dec 2001? Non-disclosures were signed to obtained the proprietary data from all the carriers.

Seductive, aren't they? The smart money is looking at revenue per bit and biting their lip. Hoping fools only see growth of byte traffic as a metric of value. Over-byte, shall we say? Or, over-hype.....

RGD
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