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To: Juniper who wrote (1408)	1/20/1998 6:54:00 PM
From: David Aegis	Read Replies (2) \| Respond to of 2946

Juniper and All--Papken did sound reassuring on the call. He commented on the strong verbal expressions of interest he had received from manufacturers hoping to gear up for .25 micron in 1998. Nonetheless, the book-to-bill was extremely weak (around .93), so Papken may need to convert those verbal expressions of interest into signed orders in order to have the stock regain favor on Wall Street. --David

To: Juniper who wrote (1408)	1/29/1998 2:53:00 AM
From: William Nelson	Read Replies (2) \| Respond to of 2946

Analysts don't seem to be making sense here....on the one hand, they project 1.66 through 9/98, and 2.37 the next year, while on the other the recommendations are 1-strong buy;2-buy;3-hold...you have to get the feeling they don't believe their own recs. Anyway, I like that they beat estimates this Q and they are on an accelerating eps/margin track for the last several quarters (according to SI profile.) What's their edge over the much larger cos. in their market? Do they have a special something that keeps cos. like Intel coming back? I keep reading how good ASM steppers are and how they are expanding market share despite being more expensive... sounds a little worrying.