Auriga's Sandeep Shyamsukha may think Juniper (JNPR +1.4%) will cede market share to Cisco (CSCO...


Auriga's Sandeep Shyamsukha may think Juniper (JNPR +1.4%) will cede market share to Cisco (CSCO +1.7%), but he's still upgrading the former company to Buy in tandem with the latter. Shyamsukha, who wisely downgraded Juniper in May, is positive on the company's valuation, and its QFabric, PTX, and MobileNext products.

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  • golfitobob
    , contributor
    Comments (2346) | Send Message
     
    I think JC made things clear on CSCOs last release.. The comp is coming from Asia and he didn't mention how fast! Huewei and others will eat there lunch. And, HP will separate soon and most likely will lower server prices and CSCO may get hit from 3 sides ...... luck, gb
    8 Sep 2011, 12:16 PM Reply Like
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