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To: Boplicity who wrote (5120)12/14/2001 11:39:29 AM
From: stockman_scott  Respond to of 13815
 
11:33 ET Juniper Ntwks (JNPR) 19.92 -1.26 (-6.0%): No specific reason for JNPR's weakness today, but rather a laundry list of potential reasons from trader floors: rumors that JNPR will have to lower numbers due to capex cuts at Q, general weakness in the sector after warnings from CIEN and LU, and rumors of a possible convertible deal coming.



To: Boplicity who wrote (5120)12/14/2001 3:59:29 PM
From: stockman_scott  Read Replies (1) | Respond to of 13815
 
The Bears are trying to short everything they can find <G>...

Message 16794242

Then they ask whether they are making the right move...I sure wouldn't bet against DELL right now. On the other hand I wouldn't bet the farm on it either...=)

Regards,

Scott