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.

Non-Tech : Wit Capital - The way of the future? -- Ignore unavailable to you. Want to Upgrade?

To: DebtBomb who wrote (5198)	6/20/1999 12:06:00 AM
From: FruJu	Respond to of 16809

I don't like Juniper that much, I IOI'ed, then cancelled. I think they want too much for it. Juniper is certainly going for the throat in their pricing. On the other hand, they pass the test of "first in their market", "lots of buzz", and a "unique product". As the prospectus says, they are currently the only company with a product shipping which can support routing the next generation of the Internet. Their client list is very impressive (basically all the big Internet backbone providers). Quote.com's ratings are very poorly correlated with long term performance, since they seem to be based solely on the underwriter's performance on previous stocks, and take little to no account of the actual company's business. Outsourcing manufacturing is actually a good thing in my opinion. Most of the large personal computer companies already do this. It avoids tying up large amounts of inventory (instead the problem gets stuck on the supplier). I think the most risky thing about Juniper is that they've really only been in business for 9 months. They didn't sell anything until Q4 '98. That doesn't give much history as to how they'll perform/grow. And, the price/sales ratio will just be astronomical once they go public because of this. The first public earnings report will be very enlightening.