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To: Bill Harmond who wrote (10112)	12/20/2001 2:07:08 PM
From: Wizard	Read Replies (1) \| Respond to of 57684

Broadband growth will eventually drive new applications which will eventually drive network upgrades/capex. It is inevitible and only a matter of time. Communications will eventually drive the technology sector again but that is looking like late next year at the earliest. However, the opportunity is huge and there are going to be a few 10 and 20 baggers once we get over this brutal and very deep 'V' or 'U' in telecom spending. The bottom of the 'V.U' appears like it could be within the next 2 quarters. It seems like telecom is going thru now what software/storage went thru in Q3. But as Dr Robert Metcalfe (Inventor of ethernet) said last month "Saying there is a glut of bandwidth because there is a lot of fiber is like saying there is a glut of microprocessors because there is a lot of sand." Fiber does not equal intelligent networking.

To: Bill Harmond who wrote (10112)	12/20/2001 2:13:59 PM
From: fedhead	Respond to of 57684

ALOY is holding up like a champ, so is OVER. Anindo

To: Bill Harmond who wrote (10112)	12/20/2001 2:29:27 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Did you listen to the riverstone call? I thought it was a great report under the circumstances. Of course everyone off today thanks to jnpr but I see rstn got some upgrades. Since jnpr revenues are down 50%, rstn 60mm rev number looks great. Heres a few highlights, -They announced a Japan Telecom deal which seems large (although smaller than cox) -A lot of product in trials at baby bells which they expect will bear fruit next year -No 10% customers -Asia and especially china coming on strong "using ethernet for the last mile" which isn't done in the US (not quite sure what this means) -DSOs up a little, deferred revenue also up -Successfully winning business against cisco I think they might try to manage their numbers going forward (like cisco) with this deferred revenue acct. Manugistics numbers tonight which should be good. Lets see how healthy software is, we know i2 got some big wins recently. L