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: Thomas Haegin who wrote (304)7/15/1999 3:57:00 PM
From: MGV  Read Replies (1) | Respond to of 3350
 
Thomas -

CSCO outsources manufacturing to a number of the top tier ECMs, including Flextronics, Jabil, and one more I believe. Margins for ECMs are low. They make it up on volume. I like JNPR's decision to outsource.

By the way, good analysis here. Your thinking is right on.

Cheers,

Mark