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Technology Stocks : Juniper Networks - JNPR
JNPR 39.950.0%Jul 2 5:00 PM EST

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To: Charlie Schultz who wrote (744)8/19/1999 7:53:00 PM
From: Wes Stevens  Read Replies (1) of 3350
 
This stock came out in June. The lockup is a long ways from over. The small float is one of the things that keeps this guy climbing. They have a good product, but others are catching up. They do not have their own production facilities and that will hold their margins down compared to CSCO. With a 10 billion dollar market cap they will some day have to show a profit. CSCO has 20 X the market cap but they have revenuses of 12 billion a year compared to 27 million for jnpr. That is a 444 X difference in revenues.

I am neither long nor short here but watching closely.
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