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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (20578)	11/29/2000 3:01:10 PM
From: DiB	Read Replies (1) \| Respond to of 65232

V, all JMHO: 1) EXTR is VERY overrated. FDRY is a much better business, than EXTR. IMO FDRY has a real good chance to be the Staples of the Next Generation Networking: they've lots of different products from web switches to Internet core routers. FDRY is also a better value at this point. 2) I agree with you on JDSU. The scary thing is if they break 48-50, there is no support until 30s. 3) CIEN should have very decent earnings. I doubt they will spectacular. Today's volume is alarming, though... Could be profit taking by institutions for the Y2K. 4) JNPR has to settle down, take a breather, build some base around 100-120 similar to what it did in April-May of this year with 70-90, and blow through 130 with volume. It will be a great trading stock. It is a great company, they just need to open new markets. Respectfully, DiB

To: Voltaire who wrote (20578)	11/29/2000 3:23:46 PM
From: im a survivor	Read Replies (1) \| Respond to of 65232

<<EXTR, JDSU, CIEN, JNPR - and talk to me next week if not tomorrow.>> First...if you could bottle up your optimism and sell it, you could make a fortune....I'd be your biggest buyer<ggg>. Well, I own one of the four JDSU...stock and March calls.EXTR burned me bad and is still very richly valued...Want CIEN, but too damned scared to buy....even after it's haircut...just like extr, ntap and etc...still valued very high. Anyway...you say talk to you tomorrow or next week. Deal! But I tell ya Vster, unless the naz shoots back to 4500+ and stays there, I aint gonna be a happy camper. My stocks are so far down....a few hundred point rally on naz, is not gonna do much for my stocks, as beaten down as they are.....I need a serious rally, and frankly, I just don't see a serious rally happening for awhile. All we get are one day wonder rallys, which I wont sell in to because I am down way too much on every stock I own. K