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

To: - who wrote (947)9/12/1999 7:20:00 PM
From: Tom Hua  Read Replies (1) | Respond to of 3350
 
At its current $10B market cap, successful is not the issue, perfection is. MMCN dropped 60% on the loss of IBM as customer, APEX lost 1/3 on rumors of losing HP as customer (which the company confirmed today, and stock will likely drop some more tomorrow). JNPR will easily get a 80% haircut if it loses UUnet. Think twice if anyone thinks that's not gonna happen. UUnet cut its purchase from RBAK by 2/3 last quarter.

Regards,

Tom



To: - who wrote (947)9/13/1999 10:19:00 AM
From: The Phoenix  Read Replies (1) | Respond to of 3350
 
Thank you to Tom for popping in.

PAT, no where in my posts did I say JNPR would not be successful. I said it is overvalued given the target market, propective target markets, competitors within those markets and prospects of successfully competing against those competitors in those markets given their technology lead.

As for CSCO, I am very overweighted CSCO in my portfolio.

OG


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