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To: Tom Hua who wrote (8300)	4/12/2001 8:19:46 AM
From: 2MAR$	Read Replies (1) \| Respond to of 19633

short JNPR 47.5...looking at OPWV and RBAK ...Mercury Interactive-MERQ downgraded strong buy to hold target to 43 from 58 @PRU

To: Tom Hua who wrote (8300)	4/12/2001 8:23:32 AM
From: 2MAR$	Respond to of 19633

Tom , might take a look at BGEN here , looking weak after report this am... though Bio's not my strong suit *DJ Juniper CEO Has Low 'Visibility' For Future >JNPR ;-)

To: Tom Hua who wrote (8300)	4/12/2001 8:30:04 AM
From: GregS	Respond to of 19633

Tom, I like JNPR, doesn't mean I won't short them however. I think I will hope for a nice run before hitting them. Notes from CC: - Cash Flow Positive during 1Q - Book to bill under 1, due to limited visibility - Deferred revenue down during Q1 - Revenue lumpy going forward - Current economy impacting business - Difficult to give guidance for year - Year over Year revenues should be up 85 to 100% - 2001 earnings about .90 to $1 share - Expect GM to decline gradually, but was up to 66% for Q1 Solid company, but worried about the economy, they know it will affect them. Not very sure they will make earning forecast they just gave, just too uncertain about economy.

To: Tom Hua who wrote (8300)	4/12/2001 8:43:57 AM
From: gladman	Read Replies (1) \| Respond to of 19633

Tom, CCMP currently enjoys 80% market share of the CMP market. I don't believe their aggressive growth targets can be maintained. I've sold into the chemical industry and have spoken with people at Dow about the CMP process. They tell me CCMP should be concerned with: 1. New pads being developed which reduce the amount of slurry(up to 50% less) required in the polishing process. 2. Strong competition from companies with deep pockets ex. Dupont/Air Products JV. Additional competitors Rodel, EKC, Fujini. 3. Advent of slurryless technology.