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

To: Winston Lee who wrote (1080)10/18/1999 11:01:00 PM
From: MadManMike  Respond to of 3350
 
I believe JNPR has a more "immediate" product for the marketplace. SCMR will capitalize later. Tomorrow, I think JNPR will come on strong with good earnings. However, money may flow out later this week, headed for SCMR.



To: Winston Lee who wrote (1080)10/19/1999 8:46:00 AM
From: Bill  Read Replies (1) | Respond to of 3350
 
Good question. JNPR has a more intricate product, but they are taking on CSCO. SCMR has more proven management but a less defensible product position in the longer run. They'll need to add enhancements to grow their base. If, in 6 months, JNPR is valued at $14B and SCMR at $11B, I'll be happy.


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