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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (77158)	5/17/2001 8:56:55 PM
From: t2	Read Replies (2) \| Respond to of 99985

Zeev, Trading in JNPR is going to be a function of short covering, IMHO. The short interest on this stock had grown; it is also a survivor of the bubble bursting and the stock price is not nearly as bad as many others. The same applies to Ciena. JNPR's PE is now getting better than Cisco..which is a strange twist. The problem is that that JNPR's sales levels are much lower than Csco; will be facing big time competitive pressures NOW! Margins will get hit unless business picks up fast. That is why i say trading is a function of short interest in this stock. If by chance the short interest returns to normal levels, it may be a good short as a hedge for other tech long holdings if the market becomes less volatile, IMHO. ...or maybe even go long Cisco and short JNPR. Of course, if the market is headed up in the coming days, it will probably go along for the ride. Ciena is in the same situation, IMHO.

To: Zeev Hed who wrote (77158)	5/18/2001 10:34:51 AM
From: captaintime	Read Replies (1) \| Respond to of 99985

Zeev, Have done well with QCOM GMST CCMP; last I know you play on and off; am still holding NEWP which I have been trading in and out of daily. I also added CREE after your suggestions as it is a stock I follow. Thanks for the core suggestions also; IGT COO AGM and SFD have each responded very well. I am paying attention to the resistance levels of 2250 and 2388 on the NAZ. I have learned not to fall in love with stocks; game has changed with the fast movers on the NAZ. I am currently 50% in equities and considering adding to mom's meat and potato positions. Captaintime