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

To: Capt who wrote (2440)	5/3/2001 10:01:55 AM
From: Sector Investor	Respond to of 3350

What do people here think of the Zuma 1/4 Terabyte full service switch router? They are now selling for revenue, and will be showing at N+I and SuperComm. Recent P/Rs Message 15748720 zumanetworks.com zumanetworks.com Web site zumanetworks.com

To: Capt who wrote (2440)	5/5/2001 11:54:46 AM
From: Volsi Mimir	Respond to of 3350

Howdy-- Help me understand JNPR's numbers (am short presently-- sorta swing trade--) I understand growth but I believe this is a little over extended-- tell me why not) thanks present Yr est= .96/.95 1st Q (real)= .17 2nd Q = .24 ( and CFO says 10% light and no visibility was .26) 3rd Q = .23 (was .27) 4th Q = .24 i get------- .87 not .95........ DO you get a different number? Juniper: Hard to predict sales Customers have stopped ordering six months worth of gear at once, Juniper Networks' (JNPR: news, msgs, alerts) CFO said. That makes it hard to estimate sales for the next few quarters. See full story. Juniper: Hard to predict sales By Bambi Francisco, CBS.MarketWatch.com Last Update: 6:06 PM ET May 2, 2001 SAN FRANCISCO (CBS.MW) - "No visibility." Those were the oft spoken words from Juniper Networks' CFO Marcel Gani during the breakout session after his morning presentation at the JPMorgan H&Q Technology Conference on Wednesday. See full conference coverage. In the breakout session (the sessions this year are open to the media for the first time), Gani reiterated earlier statements that sales in the second quarter could be 10 percent lower than in the first quarter. He said his service-provider customers are proceeding with design and planning for the buildout of new infrastructures to handle data but changing the way they order. Instead of committing in advance to six months worth of products, they're in one-month intervals. That removes the ability to forecast sales, Gani implied. Asked repeatedly whether the company has seen business stabilize, or essentially the bottom of the decline in customer orders, Gani said only: "We have low visbility at this time." Date Broker New Old Comments (price=57.86) 4/25/2001 UBS Warburg Hold Buy On further worsening of U.S. telecom capex trends for '01; thinks group is stuck in trading range for next two quarters, perhaps longer (price=48.38) 4/16/2001 Morgan Stanley Neutral Outperform After warning; believes co. fairly priced at these levels (price50.38)4/12/2001 CIBC World Markets Strong Buy Buy Has $55 price target (price-42.76) 4/11/2001 Needham & Co. Buy Strong Buy On price (price=37.16) 4/5/2001 Needham & Co. Strong Buy Hold On poteintal appreciation; cuts target to $39 from $43 mostly due to decision to being l-t margin estimate in line with mgmt. guidance