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Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?

To: chojiro who wrote (2991)	2/19/2002 3:12:35 PM
From: Kayaker	Read Replies (2) \| Respond to of 3350

I just got filled at (gulp) 9.91. I was thinking about you on the weekend. :-(

To: chojiro who wrote (2991)	2/25/2002 10:55:17 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 3350

Hey Bruce, what do you think? go long JNPR? could have seen a nive flushing with all that volume last week. I went long at 10.5 just now. hopefully i don't have to set stops on the down side. Sorry to take so long getting back to you, chojiro. I was skiing for 8 days with the family here in Austria as it was "ski week" at the school where my children attend. I didn't even check any news the entire trip outside of watching taped delay events of the Olympics on EuroSport. I would imagine that even though you may have entered your position a tad early - if you are patient - you should be able to get a double digit return. I think the best trade for the year was already had off of the lows last fall from the $8 - $11 range up into the $20's. This time around may much take more time and a 20 - 60% move should bring plenty of satisfaction if it occurs this year moving into next. The "obvious to everyone at this point in time" cons remain with the massive debt issues in telecommunications, bankruptcies of some customers, slowing growth of core routers, the sagging industry group stocks due to the reality of declining sales that are hitting Ciena, Juniper, Redback, Cisco and the chips like PMCC, AMCC, etc... . It's a real ugly mess that becomes difficult to factor in the cyclical nature on top of the disappearing customer base to come up with a valuation model to project out this year - let alone a longer term view - when everyone is trying to figure out who will even survive the black hole. One can run DCF's using a variety of factors and apply depressed multiples using a variety of factors, but the range gets rather wide and beige for lack of a better color word outside of gray. Let me know what you are going to do once it gets up around $13. BB