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

To: Stephen M. DeMoss who wrote (2506)	5/17/2001 12:36:07 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 3350

Juniper had pretty decent traction in all product lines of their markets according to the Dell'Oro report released yesterday concerning Q1. First, the OC-12 market where Juniper's M5 and M10 compete against Cisco's 75xx and 72xx series routers as well as Unisphere and Nortel's products in the space. [The report from telecoms market researcher Dell'Oro group showed that sales of OC-3 to OC-12 routers, which can transmit data up to speeds of between 1 and 9 gigabits per second, fell 41 percent to $544 million in the first quarter over the fourth quarter amid a widespread downturn in demand. Cisco, the world's largest maker of data networking equipment, held its lead spot with sales of $440 million, but those revenues dropped 48 percent from $853 in the fourth quarter. Cisco may be repositioning its products for the OC-48 market, said Dell'Oro. Nortel, the world's No. 1 vendor of telecommunications equipment, was ranked fourth with sales of $25.2 million, down 36 percent from fourth-quarter revenues of $39 million. Juniper Networks, in second place, posted the most impressive gains. Its router sales surged 194 percent to $47 million from $16 million. Unisphere Networks, ranked third, saw its sales increase 61 percent to $30 million from $19 million. Unisphere is the network router business of Siemens AG (news - web sites), (SIEGn.DE) the German electronics and engineering giant.] delloro.com dailynews.yahoo.com Second, the high end core router market of OC-48 and above equipment is found. This total market saw only a 10% sequential decline as opposed to the 41% sequential decline in the above slower router market. This is the target niche market that built Juniper and has launched them to fame. delloro.com [Redwood City, CA - May 16, 2001 - Sales in the High End Router Market (OC-48 capable and above) declined 10% Q/Q to $753 million according to a Dell'Oro Group Report. Cisco and Juniper continue to hold the bulk of the market share with 59% and 38% respectively. Avici made significant gains in 1Q01 posting 78% Q/Q growth holding 2% market share. The information reflected above is in our High End Router Report. This report focuses on detailed quarterly analysis of market size, market share, port/unit shipments and average selling prices as it pertains to markets and vendors. There are two segments included in the High End Router Report. They are as follows: High End Router (OC-192 capable), and High End Router (OC-48 capable). Sample products that can be found in the High End Router (OC-192 capable) Gbps segment include Avici - Terabit Switch Router, Cisco Systems - GSR 12400 Series Routers, and Juniper Networks - M160 Internet Backbone Router. Sample products that can be found in the and High End Router (OC-48 capable) segment include Cisco Systems - GSR 12000 Series Routers and Juniper Networks - M40 and M20 Routers. To purchase the High End Router Report, please contact Karolin Di Cristina at 650-622-9400 ext. 223.] Growth Cisco - = -18% Juniper = +2% Avici = +78% Marketshare Cisco = 59% (down from 65% in the previous quarter) Juniper = 38% (up from 34% in the previous quarter) Avici = 2% (up from 1% in the previous quarter) Even though the core router revenue growth shows Juniper's sequential evenue growth at 2%, the overall sequential revenue growth for Juniper was 12%. This reflects that much of Juniper's growth is coming from those new edge routers, the M5 and M10 in the first category I listed above. Juniper had 194% revenue growth in this category and moved into second place behind Cisco while Nortel dropped from second down to fourth as Juniper and Siemen's moved up the marketshare ladder. dailynews.yahoo.com "The data shows Juniper's growing importance in the market, since the company has consistently taken market share from Cisco over the last few quarters. The total size of the router market fell 10 percent to $753 million in the first quarter of 2001 from the previous quarter, the largest decline since 1997. The only other time the market declined was in 1998 from the first to second quarter, when router sales dipped from $26 million in the first quarter to $25.7 million in the second quarter." BB

To: Stephen M. DeMoss who wrote (2506)	5/17/2001 10:16:48 AM
From: SouthFloridaGuy	Read Replies (3) \| Respond to of 3350

Well, believe it or not, I actually like JNPR. Way more than CSCO. JNPR sells Ferrari's, CSCO sells Fords, that's how I see it. Whether I suggest one go long JNPR here, that's another story. I am not going to get trapped into saying yes, only to forget about the thread and have somebody 6 months later insult me for still being long when I probably dumped it. On a persoanl note, yes, I picked some up yesterday at 53. Didn't pick it up at 36, probably should have, but I was too busy making money on the short side. This market became a clear cover though even before the Fed made the surprise rate cut. I took the opportunity to short in the 2200's, but quite honestly, I didn't make that much, and that's why I became suspicious over the weekend; the low volumes were pointing to a move like yesterday and a couple of more perhaps. I think we are set for a COUPLE of more explosive moves to the upside and at that time, I will have to reassess. I believe the market (S&P500) would be a dead short at 1330ish and I will prolly dump JNPR there to.