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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 (2024)1/16/2001 10:12:23 AM
From: The Phoenix  Read Replies (1) of 3350
 
Spytrdr,

Sounds like pre-announcement hype to me. The fact of the matter - which has yet to be addressed by Del Oro or anyone else for that matter - is that JNPR reports service revenues as well as equipment revenues. Also JNPR reports all revenue M5-M160 as core router revenue. IN contrast CSCO reports only GSR revenue and no service revenue. To compare the two appropriately CSCO would report 7500 business as well as service revenues. This skewing - which is being supported by the press because it sells - will end soon.

OG
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