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: Agenda who wrote (1735)10/13/2000 3:45:05 PM
From: Bruce Brown  Read Replies (2) of 3350
 
What temporary gains? I started investing in Juniper in the summer of 1999. However, that's not to be mistaken as gloating in any shape or form. The transition to the NGN infrastructure including IP core, edge, GE switching, data transfer and storage along with the network applications is the best investing opportunity to come along since the PC technology adoption life cycle in 1980. No point in my typing my fingers off to convince you of that. All the best in making your capital in either direction. That's what we are in the game to do.

If you study Cisco's first two years between April 20 of 1990 to the June quarter in 1992 when they hit $110 Million in revenue, you won't find the kind of hypergrowth on a sequential basis or a y/y basis that Juniper has enjoyed since June 25 of 1999 on the IPO today. One year and one quarter later they are already over $200 Million in revenues. I think it's a given that some consolidation and broadening of product line will occur moving forward, but tornado strategy to focus on one niche and now two niches is being executed in classic, textbook fashion. Very fun to watch. For every 4 shares being purchased, only 1 is being sold. I call that accumulation and it's a difficult thing to short. There are other candidates more worthy without that kind of accumulation.

Best of fortune.

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News