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


To: Bretsky who wrote (1847)10/26/2000 11:58:47 AM
From: Robert New  Read Replies (1) | Respond to of 3350
 
Certainly valuations are being evaluated currently but I would expect that margin selling is also taking its toll. This along with CIEN, JDSU, EXTR, GLW, and others are margin/momo player's darlings. Calling the bottom is impossible and anyone's guess. Should see a bounce soon...



To: Bretsky who wrote (1847)10/26/2000 12:46:19 PM
From: Rob S.  Read Replies (2) | Respond to of 3350
 
I need some advice: Which of these fat fiber stocks is best positioned to provide stuff to the edges of the Internet v. the backbone?

WCOM and AT&T have recently announced decreases in capital spending plans and that they would de-emphasize the long distance backbone build out in favor of the local loop and ISP markets. Details of WCOM's plans are to be discussed on NOV 1.

So which of these pigs (that have been on a diet lately) are best positioned to benefit from this shift?