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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: kodiak_bull who wrote (12474)	2/18/2002 1:16:10 PM
From: CommanderCricket	Respond to of 23153

KB/Thread I work with both companies and Cisco clearly has Juniper on the ropes. I heard similiar comments about Oni and their prospects and what did that get them. Ciena announced purchasing Oni today. If you want to "invest" in either Cisco/Juniper, take a deep breath and purchase more HC (or KEG, PGO...)

To: kodiak_bull who wrote (12474)	2/18/2002 1:28:52 PM
From: chowder	Read Replies (1) \| Respond to of 23153

KB: Forget the fundamentals! They cloud a man of vision, they create a bias which prevents one from taking advantage of opportunity. JNPR may not give a reversal sign here, and that's OK. I'm merely pointing out that this is the range where one would show itself if it were so inclined. The telecom sector was overvalued, the big boys need to knock it down a little. At the same time they need to create a little fear in the general investing public. At some point they will be buying back, the risk vs. reward ratio will be too enticing not to take the risk. Junk has value. That value has a tendency to display itself around points of resistance. JNPR is getting close to that point of resistance. If the reversal signal shows and confirms, it would be foolish not to take advantage of it. Trade what you see, not what you think! If the sign shows up I'm not going to let fundamental bias stand in the way of a profit. I see a sloping head and shoulder reversal pattern on the weekly. Just give me that confirmation, that's all I ask. To the moon baby, to the moon. Well, not exactly the moon, but a double digit gain in a short period of time will suffice. If the indicators stay nice to me, I'll hold longer, but I must have that confirmation. dabum

To: kodiak_bull who wrote (12474)	2/18/2002 2:37:34 PM
From: Steeliejim	Respond to of 23153

Put my vote in for db. I'm 100% in his corner (trading philosophy, that is--gg) re. making $$$ off the market these days. Now, I admit I'm not risking my retirement on my trading, rather my toy buying and travel $$$. But, in coming independently to the same place trading-wise as db, it's been a very good year for me, so far, with a very high percentage of plus trades, and much better discipline on getting out quickly when the confirmation doesn't occur on th e couple that didn't work out. JNPR's fundies and market position may be in question, but it certainly is oversold technically ST. That of course doesn't mean it won't go down further before it goes up, and the things I look at don't say "buy" just yet, but it looks like it's setting up to do it very soon. I won't bet on a double or even 50%, because for my style of trading that goes beyond my comfort time frame, and JNPR is in a pretty solid down channel. However, in the spirit of the "challenge," JNPR looks like it should do a fairly low risk >15% ST pop from not too much lower than now with a good likelihood of occurring this week. And if I can skim part of that, I'll be happy. BTW, I feel the same way about NXTL, irrespective of it's large debt, etc. NVDA got hammered more on Fri., but it may need more of a downturn, before it's turns into a relatively low risk trade on the long side. All IMHOOC. Jim

To: kodiak_bull who wrote (12474)	2/18/2002 10:37:43 PM
From: pls418	Read Replies (3) \| Respond to of 23153

Kodiak Bull you said and I quote "tell me in 35 words or less how it proposes to eventually make money, not what it makes but how it intends to make money" I guess I can do it in three words, they already do. Bull I ask this in a nice way, why do you say companies are losing money when they are not? Some months ago in response to a stock I mentioned you said they were losing money and I corrected you, just a few days ago you said Flextronics was losing money and I corrected you, NOW jnpr which is projected to make 18 cents this year and 35 next year and as of September 30th 01 which is the last cash flow statement I looked at they were positive. when I hear talk of the death of telecom it reminds mean of when oil was $10 a barrel and was supposed to be headed to 5 never to return. Other stocks that are making a double bottom are CIEN,JDSU, I'm the first to admit I know nothing about technical analysis but what you need to know to make money in these stocks now is simply which ones will survive and I for one wish I was a lot better at reading and understanding balance sheets because if these stocks are not at there lows they are close and if the market rallies they'll come roaring back, no not where they were during the bubble but three to four times higher than where they are now and if things take a little longer than I think that's where the survivability comes into play I personally had a lot of fun from last September until December playing not only the telecoms but other technology stocks to, Flextronics up 150 percent Cien up over 100 percent JDSU well I'd have to look back on that one but it must have been close to 75 or 80 percent and yes JNPR to. my point is not all the telecom companies are going to go broke those that survive their will be a lot of money to be made, now is the time this board should be figuring out which ones will survive and start placing their bets. Take care Steve