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

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To: Spytrdr who wrote (1995)12/11/2000 10:53:48 AM
From: The Phoenix  Read Replies (1) of 3350
 
funny that no one has responded to these concerns. Another thing to consider.... then entire router market - that's the ENTIRE router market - most of which JNPR doesn't target, is estimated at approximately $15B next year. JNPR's cap is $52B... and they have 30% share (if you include the service revenues as Del Oro reports) of the high end/edge router market (which if memory serves is less than $3B total market!). So, think about those multiples for a while... JNPR is trading at nearly 20 times revenues for the entire sector they target... assuming they had 100% market share.

OG
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