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: Wes Stevens who wrote (2072)	1/18/2001 9:12:57 AM
From: t2	Read Replies (1) of 3350

CEO also took a shot at wall street analysts. Raised guidance by 200 million. Prior to this quarter, I believe yearly revenues were only about 400 million. Now we are going to see 1.5 to 1.7 for this year. That is unbelievable. Its growth rate appears to higher than its PE. Gross margins not deteriorating but sales increasing at incredible levels. What happens when the economy starts recovering later in the year (as many expect), it could be even stronger. I also don't like to hold stocks with too high a PE but this is not a Yahoo or AMZN. IMHO, its market position and growth rate justifies a high PE. In addition, we have a high barrier to entry in this market and that has a lot of value as well. It will be interesting to see how this unfolds but I am going to hold onto to this in the ups and downs of the market and my feeling is that mutual funds will be doing the same unless the fundamentals change or there are hints of weakness in its business.

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