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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bretsky who wrote (31861)	9/19/2000 10:15:28 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

I just took a starter kit in GSTRF. I figure if I am gonna trust Dr. J., then I should really trust him!

To: Bretsky who wrote (31861)	9/19/2000 10:28:15 AM
From: Bruce Brown	Respond to of 54805

Bretsky, I read that Jubak article as well. It's worth a read on his thoughts about the spending on the equipment for all the IP/Broadband players. The number two market share player - Juniper - also had product announcements yesterday after the close which you can access the PR on the home page of Juniper's site at: juniper.net juniper.net SSB's analyst B. Alexander Henderson raised his price target on Juniper from $245 to $310 and addressed the issues of spending concerns for the NGN infrastructure. He talks about even though the concern of spend from customers has come to center stage, Juniper's business model is virtually 'unassailable' in light of that. He sees good sequential revenue growth (more than 30%) and continued market share expansion. Certainly worth a listen. biz.yahoo.com Here's a balance article addressing those spending concerns as well: siliconinvestor.com BB