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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (28430)	9/26/2000 12:10:23 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68045

Opinion on NT, SCMR, RBAK, JNPR: "the market for wide-area-network semiconductors is projected to grow by almost 30% annually through 2003." NT "The trouble will come in 2001, when comparisons with the great quarters of 2000 get tougher and when earnings growth will probably top out at 40% before starting a modest decline to 30%-35%. Nortel, I’d say, is worth holding to the end of the year, but will certainly deserve a new evaluation on the fundamentals then." JNPR "Juniper won’t run up against any fundamental numbers that might hurt its story until 2001. Analysts are projecting that earnings-per-share growth, currently projected at 1,071% in 2000, will drop to just 43% in 2001. That kind of drop, if it materializes, would probably be enough to stall the momentum even of Juniper. So, like Nortel, I’d say Juniper is good to run through the end of 2000 before it faces any major challenges from reality as we know it." RBAK "In 2001, however, that shouldn’t be an issue. Analysts are projecting an earnings explosion to 46 cents a share. My guess is that as the year unfolds, earnings news from the company will quickly make the technology story much easier to understand. Redback's momentum should pick up as we get closer to 2001 and into the year -- as long as the company delivers." SCMR "The source of the problem is in falling projections for earnings over the next few quarters. Just 90 days ago, Wall Street was expecting the company to report 6 cents a share in the October quarter. Now, the number is down to 2 cents. For the January quarter the new projection is 4 cents, down from 6 cents. And for the entire fiscal year ending in July 2001, the drop is to 19 cents from 27 cents." moneycentral.msn.com