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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (5531)	4/10/2001 5:47:26 PM
From: adcpres	Respond to of 52237

Paul: GREATER FOOL THEORY still holds! Have a good evening. GH

To: Paul Shread who wrote (5531)	4/10/2001 9:02:35 PM
From: JRI	Read Replies (2) \| Respond to of 52237

Paul, I gonna jump on your side on this one....I think JNPR's call IS going to be the crucial one.... It comes on a turn date. JNPR has said nothing new about the go-forward picture since raising estimates for 2001 last time around. Problem is, analysts are now saying there is weakness everywhere, no one is immune. Can JNPR still be immune? WCOM is 18% of JNPR's sales....WCOM (since JNPR raised 2001 forecast) has since come out and said they are going to cut back on buys. And we know how much worse the outlook for CSCO has become in the last 6 weeks. So, if somehow JNPR doesn't lower its forecast, or they lower their forecast, but the market doesn't react negative....well, maybe this thing has some legs... However, I would think one of the remaining high-flyer's "making it real"....will deflate the air in this rally.... Earnings release Thurs. morning....just in time for trading Thursday...so tomorrow could be the high....or just another bump along road... We'll see...and nice call there....