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To: gladman who wrote (8944)	5/3/2001 11:38:25 AM
From: Tom Hua	Read Replies (1) \| Respond to of 19633

gladman, that's consistent with Dan Niles' opinion. IMO, SSB's Joseph was wrong in his call last month. Regards, Tom

To: gladman who wrote (8944)	5/3/2001 11:45:09 AM
From: Tom Hua	Respond to of 19633

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." Juniper (JNPR: news, msgs, alerts) shares closed up $1.86, or 2.9 percent, at $65.11 on Wednesday.