Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (146880)	5/5/2002 9:51:43 PM
From: Mani1	Read Replies (2) of 1573682

Re <<part of the problem is all but PRGN were pigs during the telecom boom>> JDSU and NT pigs? What are you talking about. Re <<But I don't know how you can think of a MRVC when CIEN is at $6 and JNPR at $9?>> Because MRVC is 7 times cheaper than JNPR and 3 times cheaper than CIEN based on sales. It has better margin and more cash per share. What are you basing your opinion on? JNPR is getting slaughtered by CSCO. JNPR is ultra expensive POS. Owning it is a trap. Re <<what chips are you looking at>> None, the chips are done. AMD with mirror bit and hammer is interesting and worth following, but that's it. Mani

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