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To: Sector Investor who wrote (24052)	9/18/2000 7:09:09 PM
From: akmike	Respond to of 42804

It appears that there is more than one Mark Roberts, one being an influential analyst at First Union and one being our poorer shorter:http://dailynews.yahoo.com/h/nm/20000918/bs/qualcomm_stock_dc_2.html When one sees what QCOM did today in an ugly market, it is apparent which Mark Roberts is being given the most credence!

To: Sector Investor who wrote (24052)	9/18/2000 7:11:31 PM
From: whitephosphorus	Read Replies (1) \| Respond to of 42804

Sector re:today's action You are SO right it was majorly disappointing to the shorts who no doubt tried to set this up.......

To: Sector Investor who wrote (24052)	9/19/2000 8:27:18 AM
From: Greg h2o	Respond to of 42804

SSB note: JUNIPER NETWORKS (JNPR#) 1S Market Cap: $72,205.0 mil. B. Alexander Henderson Estimates New Old Consensus Close (09/18) Next Qtr. $0.09 $0.09 $192.00 12/00E $0.30 $0.30 $0.31 Target 12/01E $0.44 $0.44 $0.47 $310.00 (was $245.00) Raising price target and strongly reiterating our Buy rating We believe Juniper is set to deliver exceptional numbers and see considerable upside to our forecast of 30% quarter to quarter revenue growth. Raising price target on JNPR to $310 from $245, a potential 54% gain--this is our third price target increase over the last two quarters. We believe Juniper is impervious to the financial health of the service providers since its products tend to be bought be the healthiest of the service providers and they are at a crucial bottleneck in the network. Sharp share gains in the core router market not only continue, but may have accelerated--Juniper's share jumped from 17% to 22% in the June, but we think the rate of share gain may have accelerated in CY 3Q to well over 25%. *Nortel OEM agreement should provide a significant catalyst for accelerated revenue growth and added credibility in the market.