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To: Olu Emuleomo who wrote (6891)11/21/2000 11:37:58 AM
From: Walkingshadow  Respond to of 13572
 
RE: JNPR,

Probably not. The list was not complete, but I think there's better companies out there. Of course, that depends also on just how low JNPR might eventually go. It might one day present a compelling value, and I suspect that might not be too far off in the future.

The sectors I'll likely look at most closely are biotech/genomic/proteomic companies (just a few), power companies, and NAS/SAN storage companies (e.g., EMC, MCDT, NTAP, STOR). Secondary will be the chipsters and optical networking companies.

All IMHO, of course.......

WS