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To: dbblg who wrote (72144)	8/5/1999 1:24:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Yep I agree. Those guys on the Juniper thread really know that business, I think JNPR is the best of the bunch, thats the one I want. I'll bet it doubles again this year. I asked one of them about JNPR vs. CMTN and he says both are good, but CMTN is in a space that could be commoditized. I had a contract at Cisco last year and some of those people that post on SI really do work at Cisco in R&D positions, the bulls are very knowledgeable, the bears are the same old "this is overvalued" stuff, no substance. I am a bear on Ariba (well I'm not sure at these levels) but I have some reasons for feeling the way I do vs. just that it is overvalued.