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

To: E_K_S who wrote (75905)	11/15/2024 6:23:09 PM
From: E_K_S	Respond to of 78507

Re: Juniper Networks (JNPR) 36.51 -1.90 (-4.95%) Juniper Networks ( JNPR, Financial) saw a 5% decline amid reports of the Department of Justice reviewing its proposed $14 billion sale to Hewlett Packard Enterprise (HPE). Speculation about the DOJ's decision has intensified, with some traders noting the presence of an HPE corporate jet in Washington, D.C., potentially indicating discussions about the deal.

To: E_K_S who wrote (75905)	9/3/2025 6:40:25 PM
From: E_K_S	Respond to of 78507

Re: Hewlett Packard Enterprise Co (HPE) 23.10+0.28(+1.23%) A Value Tech company; 13.6x PE, 2.3% div, Debt/Equity 0.52x Reported Earnings Juniper's Mist AI platform is a key asset, providing advanced AI-driven operations (AIOps) that simplify network management and improve performance. Hewlett Packard beats quarterly revenue estimates on robust server demand The surge in GenAI has boosted demand for HPE’s AI-optimized servers, powered by Nvidia processors, which can run complex applications. HPE integrated Nvidia’s latest GPUs into its server portfolio in 2025. "Customer demand stretched broadly across our portfolio and was particularly strong in our Server and Networking segments," CEO Antonio Neri said. HPE’s acquisition of Juniper expands its networking business, a segment that generally grows faster compared to traditional hardware. HPE completed the $14 billion acquisition in early July. Server revenue increased by 16% year-over-year to $4.9 billion, while networking revenue surged 54% to $1.7 billion during the quarter. HPE now expects revenue growth of 14% to 16% in fiscal year 2025, compared with its prior forecast of growth of 7% to 9%.