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

To: Charlie Schultz who wrote (744)	8/19/1999 7:53:00 PM
From: Wes Stevens	Read Replies (1) \| Respond to of 3350

This stock came out in June. The lockup is a long ways from over. The small float is one of the things that keeps this guy climbing. They have a good product, but others are catching up. They do not have their own production facilities and that will hold their margins down compared to CSCO. With a 10 billion dollar market cap they will some day have to show a profit. CSCO has 20 X the market cap but they have revenuses of 12 billion a year compared to 27 million for jnpr. That is a 444 X difference in revenues. I am neither long nor short here but watching closely.

To: Charlie Schultz who wrote (744)	8/19/1999 8:06:00 PM
From: Bridge Player	Respond to of 3350

<< 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 >> This train is about to become derailed..... << Why didn't the insiders dump when the lockup period was over ? >> If it is indeed true that insiders are now legally allowed to sell stock obtained at much lower prices, and that none of them have yet sold any stock (note that the required reports of sales are very often late in the media) may I ask how you obtained this information, and could you provide a reference for me so that I can verify it? The other parts of our repartee are about opinions. This part is about facts. BP