To: Johnny Canuck who wrote (27318 ) 7/14/2000 5:49:55 AM From: Johnny Canuck Read Replies (1) | Respond to of 68614 All I can say about the AMCC conference call is "WOW". It is the most bullish call I have heard in a long time. Forward guidance for increasing gross margin, record backlog, new design wins. I will post summary on my notes this weekend. Looking for $160 to $180 as a target based on the call. RBAK had good numbers. I am a little concerned with the share count going forward. Guidance was for 175 million outstanding by the time they become profitable in Q4 2000. JNPR conference sounded positive. The last 15 minutes is missing though on the Webcast. Stock looks almost fully valued. I am lookng for a $178 target based on the call. Fri Jul 14 5:11am ET - U.S. Markets open in 4 hours 19 minutes. Dow 10788.71 +5.30 (+0.05%) Nasdaq 4174.86 +75.27 (+1.84%) S&P 500 1495.84 +2.92 (+0.20%) NYSE Volume 1,026,840,000 Nasdaq Volume 1,880,126,000 30-Yr Bond 5.810% -0.073 Fri Jul 14 5:11am ET - U.S. Markets open in 4 hours 19 minutes. Dow 10788.71 +5.30 (+0.05%) Nasdaq 4174.86 +75.27 (+1.84%) S&P 500 1495.84 +2.92 (+0.20%) NYSE Volume 1,026,840,000 Nasdaq Volume 1,880,126,000 30-Yr Bond 5.810% -0.073 RETAIL 8 +0.0% Edit Delete Compare SOFTWARE1 13 +7.9% Edit Delete Compare DSL 6 +6.0% Edit Delete Compare DWDM 15 +3.0% Edit Delete Compare Financials1 7 +1.4% Edit Delete Compare Carriers1 6 +2.2% Edit Delete Compare Telecom Construction1 3 +1.1% Edit Delete Compare networkers1 4 +4.1% Edit Delete Compare Contract Manufacturers 5 +1.9% Edit Delete Compare Telecom Equipment 18 +4.4% Edit Delete Compare Tier 2, D-WDM 15 +2.9% Edit Delete Compare Broadband Cable 1 8 +2.2% Edit Delete Compare Harry's current watchlist 32 +1.6% Edit Delete Compare DOW 10 -0.5% Edit Delete Compare XML 15 +2.5% Edit Delete Compare Internet Security 20 +2.1% Edit Delete Compare Supercoductors 5 +0.8% Edit Delete Compare Bull Sector-optical 84 +3.8% Edit Delete Compare Satellite Stocks1 3 +0.3% Edit Delete Compare Strong Stocks March 16 Correction 22 +5.2% Edit Delete Compare Biotechs 9 -6.5% Edit Delete Compare CHIP EQUIPMENT 13 +0.7% Edit Delete Compare CHIPS1 18 +7.0% Edit Delete Compare MEMS 2 -0.5% Edit Delete Compare April 11 strong stocks1 16 +6.2% Edit Delete Compare Day Traders 12 +4.0% Edit Delete Compare Genomics 9 -6.6% Edit Delete Compare Incubators 8 +7.8% Edit Delete Compare Internet Sector 12 +6.7% Edit Delete Compare