JNPR Forum Topics
- All Comments on JNPR
- General Discussion on JNPR
- The Dangers of Cloud Computing: VirtSec on Steroids [view article]
- Commodities Cool Off - Fast Money Recap (7/7/08) [view article]
- Monday Options Outlook: FRE, FNM, AA, EWZ, JNPR, YHOO, WB, XLF [view article]
- Cisco: Internet Infrastructure King Still Reigns [view article]
- Why Volatility and Beta Matter [view article]
- Juniper Networks: Recent Downtrend Is a Buying Opportunity [view article]
- Cisco and Competition [view article]
- Juniper Looks at Least 20% Overvalued [view article]
- Why Cisco Plays a Pivotal Role in Co's Like LanOptics and Radvision [view article]
- Agriculture Is Still Growing - Fast Money Recap (5/15/08) [view article]
- Barron's Looks at Tech Sector M&A Candidates [view article]
- Bored with Yahoo's Board - Fast Money Recap (5/6/08) [view article]
loading ...Recent JNPR Articles
- The Dangers of Cloud Computing: VirtSec on Steroids
- Commodities Cool Off - Fast Money Recap (7/7/08)
- Monday Options Outlook: FRE, FNM, AA, EWZ, JNPR, YHOO, WB, XLF
- Cisco: Internet Infrastructure King Still Reigns
- Cloud Computing and Virtual Security Barriers
- Tech Stocks Slide Down Oil's Slippery Slope
- Is NetSec Stuck?
- Juniper Networks: Recent Downtrend Is a Buying Opportunity
- Clear Skies for Data Center Virtualization?
- Secure Software: Just a Dream?
- Full List of Articles »
The Dangers of Cloud Computing: VirtSec on Steroids [view article]
I think the rate of new release adoption would depend on existing customers, contracts and service guarantees, etc. ReplyThe Dangers of Cloud Computing: VirtSec on Steroids [view article]
I find this interesting. How a saas environment does new releases is fascinating to me. How does crm do new release of its sales lead mgmt software? I have worked in IT a long time. When you have a 1000 different companies using the same software (is that how crm does it?) what happens when you want to do a release? Some people get really irratable when you change what they are using. What if the changes you want to make require database changes and you have to upgrade 1000 customers at the same time? My guess is crm doesn't do many changes to its software that affect existing customers and that changes are slower than for most shops that have in house IT. But I'm not sure. Anyone have any experience with this? ... Flash ReplyCommodities Cool Off - Fast Money Recap (7/7/08) [view article]
Great article on oil trusts today on greenfaucet. Talk about how its the perfect way to protect yourself from inflation, how the government created this economic mess, and why old sands will do well long term- hedging. check it out.www.greenfaucet.com/th...
there's a part II coming as well-- discussion about the risks of oil sands and taxes. Reply
finance
Monday Options Outlook: FRE, FNM, AA, EWZ, JNPR, YHOO, WB, XLF [view article]
JUST ANOTHER COLUMNIST REPORTING MORE GLOOM AND DOOM !!!!I wonder what would happen if all these columnist reported only the GOOD in the market. Could we see the market take all like a son of a gun ??? YOU BETCHA !!!!! Reply
Cisco: Internet Infrastructure King Still Reigns [view article]
Aside from this once upon a time history story what is the catalyst to pull money into the name this month? Replyare
worthless
Cisco: Internet Infrastructure King Still Reigns [view article]
I agree with the Muddling Investor. CSCO will never be an outstanding stock again and will go the route of the Palm. Their stock one year from now will be generally unchanged.You cant buy a put or call and expect to make any money. Reply
Investor
Cisco: Internet Infrastructure King Still Reigns [view article]
CSCO is like Microsoft: dead money. Don't buy! Cisco's produces network infrastructure products: routers and switches. Their products are grossly overpriced and don't have any competitive edge on competitors. Sales are mostly pushed by excellent Cisco sales team, with IT departments having the old mantra: you don't get fired for buying Cisco (or Microsoft, or IBM). But that can only work for some time and doesn't promise growth. ReplyCisco: Internet Infrastructure King Still Reigns [view article]
Very well done perspective on CSCO - a core technology holding at an attractive valuation for long-term growth of capital ! ReplyConsidine
Why Volatility and Beta Matter [view article]
I wonder if The Motley Fool has published a retraction or a Mea Culpa?finance.yahoo.com/echa...;range=1y;compare=ivv+...
Yes, Beta and volatility matter. Just ask people who invested in Morgan Stanley! Reply
Juniper Networks: Recent Downtrend Is a Buying Opportunity [view article]
Good company, bad times. They will go under $20 before things pick up again. Just my 2cents. ReplyJuniper Networks: Recent Downtrend Is a Buying Opportunity [view article]
I agree with your analysis. Moreover the company has every reason to buyback stock at these prices. At $23/share, each share purchased is most likely accretive to earnings since jnpr is likely only earning under 4% on short term investments. Buying back at $1.13earnings/$23/shar... will result in more than 4.5% of virtual earnings, a .5% premium this year that will become much larger as earnings continue to grow.Given their carrier business which has a long acceptance cycle, jnpr has had excellent visiblity into revenues at least 1-2 quarters out, and their conference calls have been uncharacteristically optimistic.
I admit that its a big IF whether they will be able to sustain their 20% growth model, but if they do, it's only 3.5 years till revenues double, so I would expect the stock eventually reflect its real value. Reply
Juniper Networks: Recent Downtrend Is a Buying Opportunity [view article]
You are right that the valuation is appealing and it looks oversold falling for 8 months and might be washout around $23 or $23-. But with uncertain in the US economy whats going to give investors confidence or concrete justification to bid the shares back up to $30? would that be a June 2008 quarter earnings/guidance beat? ReplyJuniper Networks: Recent Downtrend Is a Buying Opportunity [view article]
Economic slowdown is hurting corporate business. JNPR is not immune. A lot of these kind of companies will have a hard time hitting earnings estimates next few quarters. ReplyCisco and Competition [view article]
very insightful comments lately regarding Juniper Networks. ReplyJuniper Looks at Least 20% Overvalued [view article]
Considering the stock has traded down 9 months from $38s to the $22s, there has been a major washout, and the short money has already been made. The company beat estimates for the first quarter 2008 in late April, making a chart reversal due anytime. Reply