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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (4968)	12/5/2001 8:27:53 PM
From: Surfratiam	Respond to of 36161

SLider I agree with you 100%. Intel says things are on target. Cisco things are on target. Etc.etc.etc. On target for another terrible quarter. I listened to Chambers the other night and it was the most double talking I have ever heard from a CEO. He continues to amaze me. Everyone I talk to in the manufacturing industry is in deep trouble (Automation/controls). Seems like bad news comes out and stocks inch down, people short them and then the upgrades and the squeeze. Manipulation????? Later, Ray

To: SliderOnTheBlack who wrote (4968)	12/5/2001 8:39:39 PM
From: Jacob Snyder	Respond to of 36161

re: CNBC - "NASDQ shatters 2,000 !" I remember the first time Nas was at 2000, how CNBC celebrated it. This time, I celebrated by buying some JNPR put LEAPs. Revenue flat in CY02, compared to CY01, losing market share to CSCO, too much debt. Their customers (the telcos) have the worst balance sheets outside of Japan, and won't be increasing capex till 2003 (at the earliest; maybe not till 2004). Forward PE= 25/0.45 = 56, seems a tad high. Some of the liquidity the Fed is pouring out, has sloshed into JNPR, and it's tripled in 2 months. Just one example, I could have picked just about anything in the Nasdaq 100.