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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: MarkR37 who wrote (30802)8/31/2000 5:34:59 PM
From: Uncle Frank  Respond to of 54805
 
>> I remember reading about Juniper before they came public and wondered why CSCO did not buy them out early.

Cisco buys companies as a form of r&d and to acquire engineering talent. They may have considered jnpr's products as evolutionary, making the r&d value minimal, and since the talent had spun from csco, realized they wouldn't be able to hold on to them afterwards.

jmho,
uf



To: MarkR37 who wrote (30802)8/31/2000 7:26:41 PM
From: mtnlady  Respond to of 54805
 
How does FDRY compare to CSCO and Juniper in the high end router market? Foundry's revenue growth is staggering and suggests tornado for sure. But how do they compare to the other two? FDRY's PE ratio is still reasonable as well (although there was a time when it most certainly was NOT).