Home on the range where the buffalo roam Message Board

STOCKTALK

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.

Pastimes : Home on the range where the buffalo roam

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Boplicity who wrote (11267)	3/7/2001 10:39:27 AM
From: JRI	Read Replies (1) of 13572

Greg re: JNPR.....I used to think (going back to October last year)...that storage would be immune to any slowdown...that storage would be the last area to get hit by any economic slowdown......certain, even if storage got nixed a bit, switch makers (fastest growing segment) would be mostly immune......wrong... So, how does JNPR then get thru this unscathed? Especially when Cisco is getting hurt, has a ton of inventory to dump, a competitive offering to JNPR (maybe not as good as JNPR's latest, but compelling no doubt...they still make most the sales), and, if Csco ever lowers margins to compete against JNPR (and they may have to with such an inventory overhang)...that's gotta effect JNPR's growth, no? To my knowledge, JNPR has yet to acknowledge any earnings revisions.. Not to mention slowdown in decision-making by JNPR's customers.....maybe they'll want JNPRs stuff...but given what we've seen in other areas, it is logical to assume some delay in orders.. Woa....Dow just bounced hard off of 10,7...will it go back for more?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next