Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: heehee1 who wrote (40989)	3/15/2002 8:35:03 AM
From: Softechie	Respond to of 99280

RETRIBUTION! JP Morgan cautious on netoworkers, lowers estimates JP Morgan says that channel checks indicate that the March qtr appears weak and may not mark the return to sequential growth that most investors were expecting; lowers 2002-03 rev/EPS ests for EXTR, FDRY, and ETS, and sees potentially 10-20% downside in EXTR and FDRY shares. EXTR could face heightened competition in its stackable and mid-range switches and there are questions surrounding the sustainability of its growth in Asia; FDRY's rev growth could be hindered in the near-term by its sales force focus transition; and ETS is seeing weakness in Latin America and Asia.