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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: EJhonsa who wrote (38065)	1/16/2001 10:30:01 PM
From: Judith Williams	Read Replies (1) \| Respond to of 54805

Eric-- Scott Kriens did a follow-up interview, guiding 2001 revenues to about double 2000. He emphasized that customers aren't cutting back on cap-ex, but reallocating to the new. This point also came through in NT's comments that they're not seeing decreased demand. But the high point in the interview came when Ron Insana asked how Juniper could predict such high rates of growth when all the analysts are so doubtful: "We sell our products to network builders, not Wall Street analysts." --Judith