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


To: Elroy who wrote (73916)10/10/2023 12:21:51 PM
From: Spekulatius  Respond to of 78516
 
I think JNPR has been gaining market share from CSCO over the years as well as recently.

Then why hasn't the stock gone up in 20 years?
Because gaining share in a shrinking market is better than losing share, but not necessarily enough to ensure earnings growth. I did not endorse JNPR either and agree - would rather buy MCHP here. I just provided some context to the CSCO vs JNPR comparison.