Juniper Networks - JNPR Message Board

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Technology Stocks : Juniper Networks - JNPR

JNPR 39.95

0.0%

Jul 2 5:00 PM EST

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To: peter michaelson who wrote (1761)	10/16/2000 1:39:06 PM
From: Tom Kearney	Read Replies (1) of 3350

Peter - I'm not an expert at this, but my impression is that 38% growth in 2003 and < 25% after are well below general expectations. In LA Times today, it says router market is expected to grow to $12B by 2003. If JNPR continued to gain market share, to say 40% by 2003, that would exceed your numbers substantially. Also, JNPR's margins ought to grow. I think you need to justify 25%, too. After 10 years, CSCO still exceeds that. Also, isn't it likely JNPR will enter some new markets? The street is seeing 2 quarters in a row of 75% sequential growth - that's powerful stuff. I'm not predicting this. I'm just saying your numbers are probably below today's expectations. Regards, Tom

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