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Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (1698)	10/12/2000 9:04:27 PM
From: The Phoenix	Respond to of 3350

Bruce! Nice job! You deserve to be thanked by everyone on the thread.

To: Bruce Brown who wrote (1698)	10/12/2000 9:18:17 PM
From: minorejoy2000	Respond to of 3350

Thank you Bruce. M

To: Bruce Brown who wrote (1698)	10/12/2000 9:30:02 PM
From: Jill	Read Replies (2) \| Respond to of 3350

Thanx so much for the summary, Bruce. EXTR next!

To: Bruce Brown who wrote (1698)	10/12/2000 10:42:59 PM
From: Ibexx	Read Replies (1) \| Respond to of 3350

Tech Stocks : Telecom Juniper Allays Fears of an Internet Equipment Slowdown By Scott Moritz Senior Writer 10/12/00 9:48 PM ET Updated from 4:41 p.m. EDT: Juniper Networks (JNPR:Nasdaq - news) is taking more than market share from archrival Cisco (CSCO:Nasdaq - news). The upstart Internet equipment maker is starting to uproot Cisco's leadership role as well. Juniper reported third-quarter earnings Thursday that far surpassed Wall Street's growth expectations, nearly doubling revenue from second-quarter levels. Juniper's earnings for the quarter ended Sept. 30 jumped to 17 cents a share from 8 cents in the second quarter. Revenue rocketed 78% to $201 million, from $113 million in the previous quarter. Wall Street had expected third-quarter earnings of 9 cents a share. Juniper shares slipped $6.39, or 3.1%, to $199.61 ahead of the report. But in after-hours trading, Island ECN quoted the stock at 205, showing Juniper had mostly retraced its losses. Huffing and Puffing Juniper -- which makes routers, the devices that connect the computer systems of the Internet -- is enjoying a fantastic building-and-buying spree. "This blows away a lot of people's expectations," says Argus Research analyst David Toung, who is reviewing his hold rating on Juniper. Argus does no investment banking. "They are the new leaders in terms of execution and growth strength." Juniper's resounding third-quarter performance also allays fears that the slowdown across the technology sector was spreading to the Internet infrastructure segment. So while making a business fly on the Internet may be a tough proposition, the same can't be said of making the Internet itself. "We see no evidence to contradict the industry's enthusiasm for the growth of the Internet," said Juniper Chairman and CEO Scott Kriens on a conference call with analysts Thursday after the market closed. Stay With the Flock In another sign that Juniper may be stealing a bit of Cisco's thunder, money managers now appear to be flocking to the fast-rising router challenger. Nearly half of all tech funds own Juniper shares, according to Morningstar. And the number of fund shops starting Juniper positions during the second quarter outnumbered those dumping their Juniper stakes four to one, according to bigdough.com, a Web site that tracks institutional ownership. Juniper rewarded the new believers with some rosy tones. One of the more notable highlights from the conference call was Juniper's exceptional growth in high-capacity gear known as 10-gigabit interface devices. This is a product that only Juniper has available, giving it a six-to-nine-month lead over competitor Cisco. Cisco is expected to have a comparable product available as early as year-end. Juniper's Kriens tried not to sound too boastful on the call by paying homage to Cisco's presumed ability to catch up. "Even if a company is 24 months behind in product announcements, we presume they must be working on something 12 months ahead of that," he said. Chipping Away That said, Juniper has consistently chipped away at Cisco's dominance of the core router market. In the second quarter, Juniper took 5 points worth of Cisco's share, according to market researcher Dell'Oro Group. At the end of June, Juniper had increased its share of the core router market to 22.4%, up from 17.3% in the first quarter. Those gains came directly at the expense of Cisco, whose share dropped to 75.4% from 80.2%. Another score on the positive side, Juniper upped its gross margin projections, to 62%-65% from 61%-63%. Some analysts expected the margins to be eased down a bit. "Their story," says Argus' Toung, "is as good as a story gets." Ibexx

To: Bruce Brown who wrote (1698)	10/13/2000 1:00:30 AM
From: Tera Bit	Read Replies (1) \| Respond to of 3350

BB. Thank you for providing so much "granularity", in terms of detail:-) JNPR's quarter was a blow out. The M40/M160 product lines may be the meat and potatoes but I can easily see the day that the M5/10 is the bread and butter. They are smart to publicly "respect" Goliath. Goliath will smile and continue to say "it's a big market, and they are doing us a favor by keeping DOJ off our backs." $100+ million in lost revenue did not hurt, maybe $200 million won't either. That number is going to be a very, very large this time next year and there is very, very little Goliath can do about it, IMO. Goliath will not be smiling then... I will.

To: Bruce Brown who wrote (1698)	10/13/2000 6:31:58 PM
From: STONEWEED1	Respond to of 3350

once american investors realized what hyprocrisy we have in the middle-east when dealing with the plight of the Palestinians, the Wall-Street turned and rallied and despite the fact that JUNIPER didn't jump as well, today was a good sign - whisper number WERE BETTER AND here is an excerpt dealing with hyprocrisy in the middle east and how it affects the market... This cutout (excerpt) is from the IDF (more like Israel Offensive Forces) website...(today's) Notice the camoflage, double-speak and blatant perjury.. Alot of what follows regards the killing of the 2 (undercover, muderous "soldiers" yesterday.. (please read account in todays NYT and view photos of man in undercover attire (Headcloth and civilian clothes)on todays BBC webpage) I have included disparate comments included in [ ]. The rest is from their website... The sadness and anger affects us all. 12 October 00 Helicopter Attack on Palestinian Police Academy base in Jericho The IDF Spokesperson announced that Israel Air Force helicopter gunships attacked the Palestinian Police Academy base in Jericho. The attack came as a response to the burning of the ancient synagogue in Jericho. The pilots reported direct hits on their targets. [ air superiority makes that a given... not a feat!] -------------------------------------------------------------------------------- A Review of Events in Judea, Samaria & the Gaza district (12.10.00: 20:00) The IDF Spokesperson stated that Israel has witnessed a collapse of all basic, accepted human norms [like head shots on 12 yr olds are basic human norms!] on the Palestinian side after this morning's lynching [interesting word choice used to barbarize a people] of two IDF reservists [ every combat soldier in Is. is a "reservist"] by a raging Palestinian mob. The two were on their way to an IDF base when they lost their way [ really? how bizarre! Just like that, huh?] and ended up in Ramallah. They were taken by the Palestinian police to a police station in the center of Ramallah, where the lynching took place. [suggesting an organized and predetermination here....] This was a despicable and disgusting murder carried out in broad daylight by an incited mob. [ Savage, racist, bloody OCCUPIERS!] In response to these barbaric acts, IDF helicopters conducted a pin point attack [ oh, how clean and humanitarian thou art!] on strategic Palestinian Authority targets [Civilian buildings!] with the aim of passing on to the Palestinian leadership a clear message to end the violence. [ya, the death toll really suggest equanimity!!!] The attacks were carried out by helicopters alone, without the participation of IDF ground forces. [again, purporting restraint and sterile selctivity] The sites targeted were: The Palestinian Police Station in Ramallah. Palestinian Police vehicles in Ramallah. The radio station in Ramallah. Palestinian Police boats on the Gaza coast. [poor fishermen] Fatah offices in Gaza. [ garages and small buildings, I know, I've flown over it] In Judea and Samaria [occupied West Bank/Palestine] , there was shooting at IDF positions at Rachel's Tomb and at Yishai's Tomb in Hebron, shooting at the Adam Junction (on the Ramallah bypass road) and shooting at an IDF patrol between the Jewish settlements of Ganim and Kadim. At numerous locations, stones were hurled at IDF forces. In all of these incidents, there were no IDF casualties. [ like that suggests courage and perseverance against an occupied people] An Israeli civilian was lightly injured when stones were thrown at vehicles near a position known as the "Fruit Checkpoint" south of Kalkilya. The civilian was treated at the scene. The IDF continues to engage in standard security patrols [ Exactly... kill 'em and don't worry about it!.... by the way aim for the head and chest... standing orders] whose purpose is to protect and defend Israeli civilians [armed to the teeth and murderous themselves] and Jewish settlements [ illegal of course ] within Israel, allowing them to continue with their normal lives [ as Brooklyn/Kiev occupiers] , as much as possible within security constraints. I hope you recognize the utterly falacious, warped and sick mentality at work here. AND IN THE middle east and how it affects the market