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

To: Ibexx who wrote (2727)	9/20/2001 2:02:59 PM
From: Brasco One	Respond to of 3350

interesting. i will be picking up some hopefully in the single digits.

To: Ibexx who wrote (2727)	9/22/2001 11:08:39 PM
From: Ibexx	Read Replies (1) \| Respond to of 3350

Juniper business still budding By Ouida Taaffe, Total Telecom, in Paris 20 September 2001 Juniper is optimistic about its chances of surviving the current downturn, and claims to be successfully diversifying its business. Juniper is "very optimistic" about the fourth quarter, though visibility beyond that is still limited, Bruno Durand, operations director of Juniper in EMEA South, told Total Telecom. He was speaking at the Networld and Interop trade show in Paris. Durand said Juniper is moving successfully beyond its base core router business into serving the edge, access, and mobile segments of networks. He considers the shake-out in the market to be a "good thing." Juniper expects to survive the current downturn partly because it has both profits and cash. The company is not planning cuts in either marketing or R&D, which runs at around 15% of revenues, and it is does not provide vendor finance. Durand stressed that Juniper's confidence is based on "still [having] the best technology on the market." He claimed Juniper has not really been affected by a capex squeeze. Though the company is not seeing the large orders that were common last year, it is receiving numerous smaller contracts, which amount to a similar overall capex spend. Durand also told Total Telecom that Juniper is winning business from the PTT's (the seven largest telcos world-wide account for 70% of investment spend) and that it is broadening its product base. Juniper has just started moving into the PTT space and income from business with these companies will not account for more than 40% of revenue this current quarter. Its progress with the PTT's has been driven to date by partnerships with vendors such as Ericsson, Alcatel and Nortel. Juniper's work with France Telecom and Telefonica, for example is done in collaboration with Ericsson. However, Juniper is keen to position itself as the leader in IP mobile equipment provision and working with Ericsson, the leading 3G network supplier, should facilitate that. Though it is often suggested that just 2-5% of the fixed capacity in Europe is actually being utilized, Durand said Juniper has customers whose bandwidth utilization is over 30%. He believes that within 18 months there will be applications that start to fill up the bandwidth pipes. Juniper has around 550 customers overall, with around 65% of its revenues generated in its home market of the U.S. Durand said one of the company's aims is to see a "balance" in this geographical mix. Just one customer reaches the 10% of revenue level - Ericsson, a technology and marketing partner. Ibexx