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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (73913)	10/9/2023 9:56:39 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78513

I think JNPR has been gaining market share from CSCO over the years as well as recently.

To: E_K_S who wrote (73913)	10/9/2023 10:00:56 PM
From: Elroy	1 Recommendation Recommended By Spekulatius Read Replies (1) \| Respond to of 78513

Hmmm CSCO No 1? No 1 in what? Market Cap (so what) Telecom high end routers. That's Juniper's main product. It is very difficult to find a GARP stock growing w/ a growth rate higher than their PE (especially when you are only willing to pay 15x PE) No, it's not. GRVY. The PE (ex-cash) is either 1x or 2x, and at worst 3x. Growth is huge, so big I can't even guess the number. More than 10%! See. Not hard at all. SIMO's EPS will grow 200% in 2024 compared to 2023, probably more. It's coming out of a down cycle. EPS growth is going to be humongous. But why pay 15x for the #2 company in a space with not much growth? It's NOT persuasive. It sounds like you discovered this stock last week, so you'll give it a try. Is that really all there is to investing? Look at a 20 year chart for Juniper. It stinks! Buy MCHP. It's probably 13x, and growing about 13% on average, something like that. When semis pick up in 2024, it will do better than JNPR, which (look at the 20 year chart!!) stinks. MCHP will grow for years and years and years and years, unlike JNPR, which (based on the 20 year chart) doesn't grow, at all.

To: E_K_S who wrote (73913)	10/26/2023 8:46:42 PM
From: E_K_S	Read Replies (2) \| Respond to of 78513

Re: Juniper Networks(JNPR) +5.86% on earnings Juniper Networks Reports Preliminary Third Quarter 2023 Financial Results “We delivered better than expected Q3 results due to another record quarter in our enterprise business, which represented more than 50% of total company revenue for the first time in the company’s history,” said Juniper’s CEO, Rami Rahim. “While we are continuing to experience headwinds from our cloud and service provider customers, many of which are still digesting prior purchases, our enterprise momentum remains strong and provides confidence in our future growth prospects.” ----------------------------------------------- It's a challenging environment for all the companies in this sector. I made my final buy today at $24.93/share making my avg cost at $26.15/share. ------------------------------------------------------- Intel Corp(INTC) POST-MARKET35.01+2.49 (+7.66%) Intel Beats Q3 Estimates, Citing Expense Controls; Company Delivers Optimistic Outlook The tech company's revenue declined 8% from a year ago to $14.2 billion in the third quarter, while adjusted earnings per share came in at 41 cents, an 11% increase from the same quarter in 2022. Revenue was $800 million above the guidance the company provided in July, and EPS was 21 cents higher “We delivered a standout third quarter, underscored by across-the-board progress on our process and product roadmaps, agreements with new foundry customers, and momentum as we bring AI everywhere,” Intel CEO Pat Gelsinger said in a statement. “We continue to make meaningful progress on our IDM 2.0 transformation by relentlessly advancing our strategy, rebuilding our execution engine and delivering on our commitments to our customers.” ------------------------------------------------------ Looks like the 'Value' growth Tech is finally delivering. IBM +4.87% had a good earnings report too. Will new money find it's way into these value names coming out of the over priced Tech names?