Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (56677)	1/15/2002 1:01:44 PM
From: GVTucker	Read Replies (1) \| Respond to of 77400

As I have said many times before, mindmeld, the Greater Fool isn't exactly a dependable friend. He can abandon you when you least expect. That's why my investment decisions are always based upon the assumption that the Greater Fool doesn't even exist. That's not true, granted, but that attitude keeps me away from the implosions while it still doesn't prevent me from finding good opportunities.

To: RetiredNow who wrote (56677)	1/15/2002 2:13:42 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 77400

mindmeld: Everything I worry about is "per share". I'll take a cash flow of $30 and a stock price of $20 if I'm the only shareholder. But if I'm standing in line with 7 billion or so others... well, no thanks. If you go back and check the thread I've been constantly harping on the dilution. Back when they only had 3.2 Billion shares or so. But you're right. Great company. But a Huge Number divided by a Huge Number approximates unity. Which is a lot less than what a share goes for these days. John

To: RetiredNow who wrote (56677)	1/15/2002 5:37:19 PM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

Juniper Networks Posts 4th-Qtr Loss as Sales Fall 49% (Update1) By Scott Lanman Sunnyvale, California, Jan. 15 (Bloomberg) -- Juniper Networks Inc., the second-largest maker of equipment to direct Internet traffic, posted a fourth-quarter loss of $5.13 million on stock compensation and acquisition costs as customers reduced spending on its gear. The loss was 2 cents a share, compared with net income of $62.2 million, or 18 cents, a year earlier, Juniper said in a statement. Revenue dropped 49 percent to $151 million from $295.4 million. Sunnyvale, California-based Juniper made its mark by producing a faster Internet router than No. 1 networking-equipment maker Cisco Systems Inc., taking a third of the market. Juniper's sales and earnings began to decline last year as customers cut spending to preserve profit and Cisco caught up in the speed of its router, forcing Juniper to trim forecasts. ``Management should have been more conservative in their guidance,'' said Jim Moore, an analyst at State Street Research & Management Co., before results were released. Still, the company eventually will recover because customers such as Qwest Communications International Inc. will need to add Internet capacity to handle increased demand, he said. State Street Research sold its Juniper shares last May... bloomberg.com