SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Juniper Networks - JNPR
JNPR 39.950.0%Jul 2 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill who wrote (927)9/9/1999 12:22:00 PM
From: The Phoenix  Read Replies (1) of 3350
 

My understanding is that the M40 can process 10 times more addresses than the 12000. Other than that, along with some interesting
software features, the h/w specs are close.


Are you talking about route lookup rates.. the M40 can do 40M pps per chassis and the GSR12000 can do only 4M per LINE CARD. However, the 12012 can accept up to 12 line cards for a total of 48M pps per chassis. Looking at the other stats and the M40 and the 12000 are pretty even... although I do agree that the M40 has greater port density. I should also point out that the 12000 has generated significantly more revenue.

At the end of the day I believe JNPR is overvalued here. It's a buy at a $4B valuation it's a sell at $10B. Why is it valued this high....it's called great expectations, but I'm not convinced.......... yet.

OG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext