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To: pz who wrote (36142)	12/20/2001 8:27:24 AM
From: Kelvin Taylor	Read Replies (1) \| Respond to of 53068

08:25 ET Juniper Ntwks (JNPR) 22.93: -- Update -- Futures tumble and JNPR shares plunge to $18.50 in pre-market after co cuts its Q4 outlook in half. JNPR now sees DecQ earnings of approx. $0.05 a share vs current consensus of $0.10. Co expects rev for the qtr of $150-$155 mln vs previous guidance of $200 mln. Co blames shortfall on caution on the part of its service provider and carrier customers given current market condition.

To: pz who wrote (36142)	12/20/2001 3:31:24 PM
From: pz	Read Replies (2) \| Respond to of 53068

ZSTOCK CONTEST DEADLINE 12-28-2001 Contest Rules: 1. The contest is open to Silicon Investor members and lurkers. 2. Each participant is to pick two (2) stocks either long or short. 3. The Buy price will be the closing price on 12/28/2001, and the sell price will be the close on 1/31/2002, or anytime during the contest. If you sell, then your gain or loss on this particular stock is locked in for the duration of the contest. Once a stock is sold prior to 1/31/02, that money CANNOT be re-invested. 4. Please include a brief summary, TA, FA, or whatever if possible. 5. The contestant with the greatest percent increase in their 2 picks averaged together will be the winner. 6. Susan S. is in charge of any prizes to be awarded. 7. Please post your stock picks on this thread to PZ, or private message them to me, or email them to pzimm@nts-online.net 8. Good luck to all participants

To: pz who wrote (36142)	12/22/2001 8:26:38 AM
From: Maarten Donders	Read Replies (1) \| Respond to of 53068

My stock-picks: IDT Corporation (IDT): These days IDT bought Winstar with assets of $ 5 billion for about $ 42.5 million ($ 30 million cash, $12.5 million in IDT class B common stock). Unbelievable deal. IDT themselves have a market cap of about 1.2 billion and lots of cash (about $ 700 million) to create something nice with the winstar assets. Beside that there last quarter was better then expected. Net2phone (NTOP): The leader in VOIP. A good January-Effect candidate. They got a new CEO and deals with IDT, Liberty, AT&T are hanging in the air. Maarten