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Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?

To: Bridge Player who wrote (741)	8/19/1999 6:23:00 PM
From: Wizard	Read Replies (2) \| Respond to of 3350

>>"Work the arithmetic," 4.8mm shares outstanding. $XXX gazillion dollars in growth funds with most wanting X% devoted to internet infrastructure companies. The math of supply and demand sounds tough to 'work' when you have a company with blue chip management, blue chip customers, blue chip venture investors and blue chip underwriters with numbers that aren't going to stop ramping. Don't get me wrong, I can't argue for what the right valuation should be in the short-run because supply/demand is out of whack and my freshman econ class taught me what happens when demand exceeds supply. I do know that JNPR has the makings of a great company. Combine 1) sales and price momentum with 2) a great company 3) limited liquidity and 4) shorts whose only basis is valuation and you have the makings of a rocketship. You would think that shorts would have learned their lesson after last year but I guess not.

To: Bridge Player who wrote (741)	8/19/1999 7:40:00 PM
From: Charlie Schultz	Read Replies (2) \| Respond to of 3350

I saw the article Bridge but you must realize that K Heebner has been wrong before in his stock selections perhaps his idea of value. I really don't know. By all yardsticks it does seem that RBAK,JNPR are richly valued but I don't like to stand in the way of an oncomming train.Who knows how high they will go weather or not it is justified ? However it seems alot of people are buying. Why didn't the insiders dump when the lockup period was over ? Good luck to all of us. Regards Charlie