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

To: Rich Wolf who wrote (3095)	3/9/2002 9:54:21 AM
From: Mario	Read Replies (1) \| Respond to of 3350

I bought Juniper in the low 16's when it came down from the high 20's thinking that was its bottom (boy was I wrong). I averaged down in the 9's so I'm about even at this point. My gut feeling is Juniper will warn and the stock will take a major hit and maybe even a new low. I want to go long on this stock but I believe I'm in at too high of a price. You know I'm not even sure what going long means to me any more. I was long stocks in 2000 & 2001 (buy and hold) only to watch my profits disappear. I'm not blaming anyone except myself, but I'm not sure a person can buy any stock and just hold. Mario

To: Rich Wolf who wrote (3095)	3/9/2002 1:55:07 PM
From: Frank A. Coluccio	Read Replies (3) \| Respond to of 3350

Interesting assessment, Rich, thanks. Please clarify why Q would want to lease capacity on L3's network, when the latter is almost identical to its own from a coverage perspective. "In fact, I think Q will halt most non-metro capex, better for them to just lease the long-haul from LVLT etc for now." I'm not necessarily challenging your view here, mind you. I'm just wondering about the trade-off of long haul and colo leases versus the depreciation of boxes on their own network, since they have fairly much the same coverage from the standpoint of viewing their national footprints. In the metro they may be incurring capex expenditures, but even here when given the opportunity to trench their own metro routes they are opting to use dark fiber from others, sometimes to the detriment of one of the primary motivators from a customer's point of view, which is route and POP diversity in addition to redundancy. The latter preference by Q in the metro space is a form of upside-down-flip of your own view of the long haul, but I've found this to be true, nonetheless. In the metro space, btw, Q seems to be captivated by Cisco's Cerent boxes - at least in situations that I've experienced.