Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (17373)	6/8/2001 8:23:40 AM
From: ajtj99	Respond to of 30051

JNPR doesn't think this is the New Bull Market. They absolutely carpet bombed the futures. I guess everyone is buying their routers off E-Bay now. Revenues to be $200-Million, down from $330-Million previous guidance. Maybe they'll be giving away routers with happy meals soon too. CSCO would probably oblige, since they supposedly were going to send that written down inventory (that we're to believe is behind a chain link fence in a warehouse) to a landfill.

To: Zeev Hed who wrote (17373)	6/8/2001 8:37:15 AM
From: orkrious	Read Replies (1) \| Respond to of 30051

I've put on a rather sizable short position over the last two days. I guess I didn't need to lose that sleep last night after all. <VBG> (I hope I'm not speaking too soon.) Jay

To: Zeev Hed who wrote (17373)	6/8/2001 9:24:21 AM
From: Frederick Langford	Respond to of 30051

09:12 ET Comm ICs : JP Morgan trimming numbers in the Comm IC space after channel checks suggest companies generally experiencing lower than expected turns biz; believes May has been a disappointment relative to April and June does not look very encouraging... For CY01, lowering AMCC to $0.05 from $0.17, PMCS to ($0.08) from $0.07, and VTSS to $0.19 from $0.24. 09:11 ET Juniper Networks (JNPR) 46.63: -- Update -- Juniper will not offer any guidance for the second half of the year; stock down 5.5 pre-market.