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

To: Spytrdr who wrote (2024)	1/16/2001 6:55:53 AM
From: John Carragher	Read Replies (1) \| Respond to of 3350

todays wsj journal "slowdown.. However,,, One of Cisco's smaller but fast-growing rivals, Juniper Networks Inc., appears poised to meet analysts' expectations. The Sunnyvale, Calif., maker of Internet core routers hasn't issued any profit warnings, and is scheduled to release results Tuesday. Juniper will report earnings of 18 cents a share for the fourth quarter, up from two cents a year earlier, estimates Martin Pyykkonen, analyst with C.E. Unterberg Towbin, matching the consensus. Revenue should soar to $269.6 million from $45.4 million last year, he said. Mr. Pyykkonen doesn't believe the telecom capital-spending slowdown has affected Juniper because even as service providers trim budgets, they are shifting more money to Internet-protocol, or IP, equipment, and away from traditional voice-network gear. Juniper has gained ground on Cisco, though it remains a niche player. For the third quarter, Juniper's share of the Internet core router market rose to 30% from 22.4% the previous quarter, while Cisco's share fell to 69% from 75.4%. Juniper has a leg up on Cisco because it sells the fastest core router that can process information on the fastest optical networks, known as OC-192. Cisco plans to introduce a competing product soon. "They beat Cisco to the punch of having an OC-192 product on the market faster," said Mr. Pyykkonen. Cisco's eventual introduction of a similar product "might mitigate some of Juniper's market share gains going forward," he added.

To: Spytrdr who wrote (2024)	1/16/2001 10:12:23 AM
From: The Phoenix	Read Replies (1) \| Respond to of 3350

Spytrdr, Sounds like pre-announcement hype to me. The fact of the matter - which has yet to be addressed by Del Oro or anyone else for that matter - is that JNPR reports service revenues as well as equipment revenues. Also JNPR reports all revenue M5-M160 as core router revenue. IN contrast CSCO reports only GSR revenue and no service revenue. To compare the two appropriately CSCO would report 7500 business as well as service revenues. This skewing - which is being supported by the press because it sells - will end soon. OG