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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: David Weis who wrote (12299)	4/5/2001 10:35:20 PM
From: Boplicity	Read Replies (1) \| Respond to of 13572

If I could sell cash I would. re: JNPR. The Telco world is just going gain busters. How about that? They just can't make enough of those fancy boxes that move around all the bits and bytes we are generating. No sir-re bob, it's amazing time. More and more sites are coming online, it's a new economy thing. Those old world economy companies have to be shaking in their wing-tips right about now, worrying about those gym shoeing wearing, pierce eyebrowed, cyber kids, so much so they will continue to throw large sums of cash at tech spending with-out thought to make sure they are hip to that jive. They will even try to recreate their purchase departments on line. "Hey lets call it B2B, that will fit in right in with the new economy." Right now we are at the flipside of the above and somehow, JNPR is above it all. Are they like DELL, the most efficient manufacture, can they keep stealing market share, are they selling into a sector that just has to have what they are selling, will they be able to keep their margins up when everyone is dying to sell into the same sector. Lets put in perspective NT now has a larger market cap then CSCO, is CSCO going to sit around and let the world fall apart around them. NO! b