Juniper Networks, Inc (JNPR)

All Comments on JNPR

  • commenter
    Analyst's
    are
    worthless
    Jul 01 12:55 AM
    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
  • commenter
    Muddling
    Investor
    Jun 30 11:20 AM
    My Website
    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. Reply
  • commenter
    PIA
    Jun 30 08:09 AM
    Cisco: 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 ! Reply
  • commenter
    Geoff
    Considine
    Jun 27 05:33 PM
    My Website
    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
  • commenter
    Wez
    Jun 24 02:42 PM
    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. Reply
  • commenter
    absurdity...
    .
    Jun 24 09:48 AM
    Juniper 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
  • commenter
    borisb
    Jun 23 08:31 PM
    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? Reply
  • commenter
    Wez
    Jun 23 01:46 PM
    Juniper 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. Reply
  • commenter
    borisb
    Jun 19 10:18 PM
    Cisco and Competition [view article]
    very insightful comments lately regarding Juniper Networks. Reply
  • commenter
    borisb
    Jun 19 10:09 PM
    Juniper 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
  • commenter
    False Profit
    Jun 12 08:27 AM
    Juniper Looks at Least 20% Overvalued [view article]
    Follow the cash, my friend. Have a look at their cash flow statement and see the amount of cash they throw up - substantially more than their net income. Reply
  • commenter
    User 202507
    Jun 04 03:43 PM
    Why Cisco Plays a Pivotal Role in Co's Like LanOptics and Radvision [view article]
    SHLOMI WILL YOU BE WRITING AN UPDATED ARTICLE ABOUT SIGMA DESIGNS? Reply
  • commenter
    Alpha Seeker
    May 18 10:10 PM
    Agriculture Is Still Growing - Fast Money Recap (5/15/08) [view article]
    I agree with Cramer, but the market may take a little break.
    Check out the prognosis at this awesome site:
    wallastoninvestments.c.../     Reply
  • commenter
    deaverb
    May 16 09:05 AM
    My Website
    Agriculture Is Still Growing - Fast Money Recap (5/15/08) [view article]
    Very helpful summary. Thank you. Reply
  • commenter
    Christopher
    Smith
    May 15 08:52 PM
    Cisco and Competition [view article]
    Nah, not Microsoft v. Corel--Cisco actually has the much better products in this case.

    Even though I currently recommend Cisco products (and am long CSCO), I'm definitely keeping my eye on Vyatta.     Reply
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