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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Dave Doriguzzi who wrote (17598)	7/27/2003 12:30:19 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I'm the one who likes jnpr and nxtl I'm not adding those here, esp jnpr could go down but analysts say that business is a secular growth area and my understanding is jnpr is still holding up against Cisco and has the most chance of getting the rboc deals with their Lucent partnership. In Europe they are strong with Siemens. So that is the positive side. Funny everyone wants to short them but Bernie Schaeffer has jnpr as his #1 pick (for a while there, I don't think he changed his mind). Hard to knock a company with 60% GMs in this telecom collapse, even if they only make a few pennies.