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

To: CookiePuss who wrote (2191)	2/13/2001 5:33:27 PM
From: Herschel Rubin	Read Replies (1) \| Respond to of 3350

From the Robertson Stephens Conference (before Scott Kriens Speaks tomorrow): www2.marketwatch.com "Juniper Networks (JNPR: news, msgs) fell $1 percent to $78.88, off from an earlier 8 percent gain. Robertson Stephens analyst Paul Johnson, who presented at the investment banks' conference Monday, again made a case that new players on the field, compared with the old guard like Cisco Systems, represent the best investment opportunities in network equipment. Juniper is one of the companies he follows. See dispatches from Robertson Stephens conference. Merrill Lynch analyst Michael Ching initiated coverage on Juniper with an "accumulate" rating and a 12- to 18-month price target of $110, 38 percent above Monday's close. "Juniper has emerged as one of the leading companies in the high-end router space," Ching wrote. Behind, Cisco, Juniper controls 30 percent of the fast-growing high-end market, he added. " JDSU Sees Capital Exp spending RISING: www2.marketwatch.com JDSU sees cap ex resumption By Nicole Maestri, CBS.MarketWatch.com Last Update: 3:52 PM ET Feb 13, 2001 SAN FRANCISCO (CBS.MW) -- JDS Uniphase CFO Anthony Miller said that his company said it expects to see a resumption in capital spending this year. In terms of telecom and IT spending, "while we are seeing a temporary rest in the rates of capital spending," the company (JDSU: news, msgs) is confident in the next quarter to quarter and a half it will see a resumption in capital spending. He also said to look for guidance in regards to business conditions and its merger with SDL Inc. during a conference call expected Tuesday afternoon. ____________________________________________________ JDSU warns, but moves higher after hours: biz.yahoo.com SCMR Beats Consensus Estimates of 0.05 I've been listening to the SCMR CC and they have kept their guidance the same going forward for both revenues and eps. They have the same story about the next one or two quarters: Uncertainty, but they remain confident about their positioning, etc.