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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Triffin who wrote (7958)	4/3/2001 5:51:16 PM
From: GregS	Read Replies (1) \| Respond to of 19633

Jim, I'll take JNPR, it still has growth, I doubt CSCO does. JNPR's growth may be slowing, but it exists, it is taking marketshare, has super gross margins (which should be declining), and a focused product line, which likely won't be hit as hard in a general slowdown as CSCO will. CSCO, at these levels, becomes an IBM like investment, solid and slow. JNPR offers greater growth potential than CSCO, so it gets my bid. I have no interest in CSCO, I am confident JNPR outperforms CSCO for the next 12 months. I just hope I'm right.