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

To: Bill Harmond who wrote (17606)	7/28/2003 6:34:22 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

why don't you like Juniper, they have maintained or gained share in the downturn. If I had to choose a wireless provider like nxtl vs. an infrastructure player like jnpr or extr, in the end I would choose the networkers unless the wireless players move to wifi in a big way, some of them like Sprint are, but some are not. Seems to me the networkers are in a really sweet spot because they have been consolidated down to just a few companies and IP is moving ahead, now with wifi and storage apps. I have a pretty diversified portfolio now with a bunch of internet companies and the like but later on this year I plan on migrating out of some of those and into csco,jnpr,fdry,extr,sons.