Thanks for the thanks.
I usually listen to as many CC's as possible to take notes. If not live, then the replay. My Redback notes are posted on that board as well and yes - I will listen to the Extreme CC, Jill. I will also post the key metrics for Juniper once the SEC filing is made by Juniper to take a look at the cash flow and ROIC. It was an outright great quarter. We can't say how the market is going to react. Redback was also great, but the stock got hit. We've simply been in that kind of a market. However, these companies are building some serious momentum in their product demand and the Internet is being driven to expand and speed up faster than the demand is there. Regardless of what the economic situation appears to be in terms of interest rates, oil, energy, Euro, middle east (prayers and thoughts for the appropriate families in the losses to date), bears, bulls, capitulation or whatever - companies like Juniper are 'in the groove'.
I thought it was important to listen to Redback, Juniper, Extreme, Foundry, Cisco, etc... this time around to gather my own information and thoughts about this doom and gloom telco capital spending 'cut' we've all been reading about and hearing as the 'flavor of the season' comment. Redack and Juniper simply don't see it - anywhere. I guess maybe somebody sees it, but it's probably more related to Lucent in the old telco switching equipment. I haven't formulated my entire opinion on it yet, but at least the 'best in class' companies are 'smoking' so to speak.
BB |
