Silicon Investor (SI) -- The First Internet Community

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.

Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (28)	6/19/1999 1:10:00 PM
From: FruJu	Respond to of 3350

Is there anyone here who actually has first hand experience with the Juniper M40? Is the JUNOS operating system all it's made out to be?? Interoperable with Cisco? Is it easy for a Cisco shop to move over to an M40?

To: $Mogul who wrote (28)	6/20/1999 11:08:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 3350

Hot Products: Thinking Fast, Juniper's M40 boasts code that works out kinks in the core. New Public Network—Internet Router data.com

To: $Mogul who wrote (28)	6/20/1999 8:51:00 PM
From: eDollar.com	Read Replies (3) \| Respond to of 3350

$Mogul, I see quote.com giving a very bad rating to Juniper. I see Redherring rating it as an A but Ramp Network being rated A+. Am I missing somethging or those experts missing something?

To: $Mogul who wrote (28)	6/22/1999 12:34:00 AM
From: wdmak	Respond to of 3350

Juniper- Next Forbes 500 list This is written back in April '98 Who are the likely candidates for the next Forbes 500 list forbes-global.com By Om Malik When the first Forbes 500 companies came out in 1969, International Business Machines (IBM) was one of three technology companies on the list. And Yahoo! cofounders, David Filo and Jerry Yang were only a gleam in their fathers' eyes. Twenty-nine years later, things have changed. On the latest Forbes 500s lists there are more than 60 technology and telecommunications companies--indicating the increasing pervasiveness of technology in everyday life. And the numbers are likely to go up when next year's list rolls around. In 1999 expect a score of Internet- and network-related companies. The likely prospects for the 1999 list are Amazon.com (AMZN), a Seattle, Wash.-based online bookseller, Verisign (VRSN), an Internet security software company and networking equipment maker Juniper Networks. (Juniper is likely to go public later in 1998.) Amazon.com, which went public last year, has a market capitalization of $2.04 billion, while Verisign of Mountain View, Calif. has a market capitalization of $900 million. These figures are much lower than the $3.5 billion market valuation of Watson Pharmaceuticals, which is ranked last on the Forbes 500 list. However, these numbers could change dramatically, if the current demand for Internet stocks continues to rise. And so far the odds are on Internet stocks' heading higher. Year-to-date, the American Stock Exchange's Internet Stock Index (IIX) is up 15%, to 308.03, versus the 10.7% gain posted by IIX for the whole of 1997, and 2.98% for calendar 1996. (In comparison, the Dow Jones Industrial Average, S&P 500, and Nasdaq are up about 15% each, year-to-date.) Juniper on the other hand could be one of this year's hottest IPOs, should the company decide to go public. The buzz around Juniper has helped it raise more then $60 million from the venture capital community, even before the company has produced a single product. Its list of backers includes 3Com, Telefon AB, LM Ericsson, Northern Telecom, Siemens, Newbridge Networks, Lucent Technologies, and WorldCom's UUNet Technologies unit--which together funneled $40 million last August. Venture capital firms Kleiner Perkins Caufield & Byers, New Enterprise Associates, Institutional Venture Partners, Benchmark Capital, and Crosspoint Venture Partners contributed another $16 million, while the latest $6 million investment has come from AT&T and the Anschutz Family Investment Co., which holds a majority stake in bandwidth provider Qwest Communications. With potential customers as its backers and a powerful team of VCs looking to reap hefty returns on their investments, Juniper could just be a shoo-in for the next Forbes 500 companies list. Of course, these three picks are educated guesses and a lot of strange things can happen between now and 1999--as strange as Yahoo!'s debut on this year's list.

To: $Mogul who wrote (28)	6/25/1999 10:11:00 AM
From: Beltropolis Boy	Respond to of 3350

<Juniper is in the phase of tremendous growth. With a minimal debt, large cash position, huge clients ...> not to be alarmist, but by "huge clients," i hope you're referring to their deep pockets and not the breadth of JNPR's customer base. just ask ciena about their "cash cow" worldcom. via the s-1. caps not mine. ----- WE HAVE A LIMITED NUMBER OF CUSTOMERS UPON WHOM WE RELY, AND ANY DECREASE IN REVENUE FROM THESE CUSTOMERS COULD HAVE AN ADVERSE EFFECT ON US We began recognizing revenues from sales of the M40 in the quarter ended December 31, 1998. A significant portion of our revenues to date have been recognized from a limited number of customers. Revenues from significant customers as a percentage of net revenues are as follows: THREE MONTHS YEAR ENDED ENDED DEC. 31, 1998 MARCH 31, 1999 ------------- -------------- UUNet............... 78% 40% Ericsson Business Networks AB........ 22% 9% MCI WorldCom- vBNS............... -- 15% Verio............... -- 16% * Subsidiaries of MCI WorldCom, each of which run separate networks and make separate purchasing decisions.