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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (1626)	1/12/2001 2:16:18 PM
From: Smart_Money	Read Replies (3) \| Respond to of 6445

ARBA looks to have bottom. I just got some.

To: Dave Gore who wrote (1626)	1/12/2001 2:19:51 PM
From: JakeStraw	Respond to of 6445

What's logic got to do with it! :^)

To: Dave Gore who wrote (1626)	1/12/2001 2:23:16 PM
From: jason pate	Read Replies (1) \| Respond to of 6445

I see that as well Dave, .17 for this qtr, .18 for next qtr, which is a 1645% increase over last year when it was .01c, but 0% change sequentially.

To: Dave Gore who wrote (1626)	1/12/2001 2:31:06 PM
From: robsiv	Respond to of 6445

Dave, JNPR made .17 last quarter but that was an 89% upside surprise. They had a similar situation then: their previous quarter's upside surprise was so big that using the estimate seemed to show little increase. When the earnings came out, they blew away the estimate and the whisper number. I would check the whisper number to see what people are actually expecting them to make. I know they've been gobbling share from CSCO. I'm only daytrading JNPR.

To: Dave Gore who wrote (1626)	1/12/2001 5:38:45 PM
From: Jenna	Read Replies (2) \| Respond to of 6445

JNPR ---> would have picked up puts today but because of the long weekend and a possibility of an surprise by the FED I chose to be out of puts this weekend. However it is so clear to me that looking and RMBS and ARBA we are going to have one last 'massacre' before this is over. Not the stocks we like (ELNT, TLGD, IDTI, TXCC, etc) but those that have those triple digit P/E's and swollen prices.