Jim,
I'll take JNPR, it still has growth, I doubt CSCO does. JNPR's growth may be slowing, but it exists, it is taking marketshare, has super gross margins (which should be declining), and a focused product line, which likely won't be hit as hard in a general slowdown as CSCO will.
CSCO, at these levels, becomes an IBM like investment, solid and slow. JNPR offers greater growth potential than CSCO, so it gets my bid. I have no interest in CSCO, I am confident JNPR outperforms CSCO for the next 12 months.
I just hope I'm right. |
