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Technology Stocks : Netscreen (NSCN)
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To: caly who wrote (35)1/16/2004 9:38:38 AM
From: Wizard   of 38
 
The reported results have stalled but I am talking about real-time, not the September quarter. A re-acceleration is coming and my only question is how big it is.

Clearly, IP traffic is growing tremendously... the problem has been that nobody can afford to buy equipment. As JNPR results show, the nuclear winter is over.

If NSCN's growth doesn't reaccelerate this quarter, to be reported on Wednesday, then the stock is not a buy.
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