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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 690.36

-0.5%

Jan 14 4:00 PM EST

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To: Johnny Canuck who wrote (38536)	12/9/2002 3:05:57 AM
From: Johnny Canuck	Read Replies (1) of 69783

Listening to the CSFB JNPR presentation from earlier in the week. So far the presenter is doing a terrible job. He is not making a compelling reason for why carrier would adopt their technology any time soon. He is also not talking about their business model. When will they be cash flow positive? Where do they see demand? What is they strategy to survive in this difficult time? What is the status of their customers? Cap Ex expense next year. Saying their are 6 to 7 billion in rev to carrier if carriers could supply the services. Need JNPR technology to get there. JNPR and CSCO only have MPLS overlay on common infrastructure. Packet process JNPR alone except for NT Shasta product. JNPR policy and control unique features and only one. Only company to bring all features together. Best at packet handling. ERICY partnership being taked about. Slow 3G effecting growth. See some demand for wireless broadband in Far East. Korea has 60 percent pentration in wireless/DSL broadband. USA has only 12 percent. Far East strongest. Europe weaker. Have some wins though. 52 per rev last Q. North Amer. weakess. Feeling better about it. Gaining accounts in 22 to top 25 carriers in world. Dollar amounts are strong though. Lots of uncertainty still. No idea what is going to happen. Need to stay flexible. Feeling better due to diversification across product and region than 6 months ago. 887 mil in 2001. GM 58 percent on target. Op Ex reduce 6.5 mil. Looking for 2 mil more reduction next q. 1.2 bil in cash. Paid 375 mil cash for Unisphere. 200 mil in bonds out (2011). 18 new customers last Q. Broad coverage. Not reflected in the numbers due to low purchase levels. [Harry: Don't feel they have any visibility. They feel they will survive, but no idea when. Broad customer base gives them creditbility.]

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