SI
SI
discoversearch

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: Bill who wrote (301)7/15/1999 10:34:00 AM
From: Thomas Haegin  Read Replies (1) | Respond to of 3350
 
Bill,
interesting note of your ISP talk... could well be that JNPR will enjoy above 19% q-over-q in its "early" days and slow down a little in later years and still be at $1 bn of sales in 2003...

Peter Lynch said it's early enough to invest once a new/small company actually earns money (net income)... I'm not sure what I'll do... I would have to kick out something else for JNPR, either QWST or ATHM or both... JNPR has an intriguing story, but a lot can happen along the way, not the least the question of competition from CSCO.

Another off-the-wall idea: Ride JNPR success by buying Solectron...

Comments & ideas welcome.

Watching for now,
Thomas