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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: The Phoenix who wrote (56256)10/12/2000 4:31:58 PM
From: Jorj X Mckie  Read Replies (3) | Respond to of 63513
 
I guess that Scott wasn't lying when the interviewed him on CNBC. Can you believed that I turned down a job at JNPR pre-IPO???

Juniper Networks (JNPR) 199 39/64 -6 25/64: Reports Q3 earnings of $0.17 a share, $0.08 better than the First Call consensus
of $0.09, vs year-ago of breakeven; revenues rose 580.6% and 78% sequentially to $201.20 mln; this was sharply higher than street
estimates that were around $147 mln. Company appears to be taking more market share from Cisco (CSCO); see press release.

DoubleClick (DCLK) 18 5/16 -2 7/8: Reports Q3 net of $0.03 per share, in line with the consensus forecast versus ($0.07) in the
year-ago quarter. Revenues of $135.2 mln. were an increase of 79% over the same period last year; see press release.



To: The Phoenix who wrote (56256)10/12/2000 4:41:21 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 63513
 
I knew it.... really I did... really!

Jnpr, the next big thing.... no wonder every software company wants them

Now if the mkt will just cooperate (not likely I know)



To: The Phoenix who wrote (56256)10/12/2000 4:48:58 PM
From: Diana  Read Replies (1) | Respond to of 63513
 
Congrats to all the Juniperians!

If we don't stay up tomorrow, it's an important tell.



To: The Phoenix who wrote (56256)10/12/2000 5:20:25 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 63513
 
The CNBC Naz reporter (don't know his name) just said that JNPR now had 20% of the router market....as if the only type of router is the core service provider router. I guess that it doesn't matter that JNPR only has 20% of one segment of the router market.



To: The Phoenix who wrote (56256)10/12/2000 5:38:11 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 63513
 
martha on CNBC just reported that CSCO has a PE of 130. I've got them at about 96%.