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Strategies & Market Trends : Sharck Soup
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To: Sharck who started this subject5/10/2001 4:33:02 PM
From: Teri Garner  Read Replies (1) of 37746
 
Juniper Networks (JNPR) 53.61 -3.76: More on the Buckingham Research-hosted Juniper call -- ABN AMRO spoke to Juniper's VP of Investor Relations, who told them that Juniper gave no guidance on the call. Also, there was talk of inventory issues being mentioned on the call, but Juniper has no inventories (it outsources all manufacturing). There was a question at the end of the call regarding any possible risks associated with a fully outsourced, inventory-less model, but obviously no mention of an inventory build-up at a company with no inventories.
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