Juniper Networks, Inc. (NYSE:JNPR)
The Company designs and sells products and services that together provides its customers with purpose-built, performance Internet Protocol platforms that enable them to support a variety of services and applications at scale.
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The significant building momentum of Web 2.0 will require more switching hardware to scale properly. Juniper and Cisco are the two that have the most scalable hardware. Juniper has a price advantage on some of the hardware.
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once option cloud is over, jnpr should continue
on the stellar performance.
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I believe Juniper's troubles are over. With a new focus on security solutions, the company can sieze a rapidly growing trend.
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Cisco is going to kill Juniper. I don't see the advantage Juniper brings to the table other than the room to grow. Unfortunately, they need to grow through Cisco's market and I don't see that happening.
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Juniper is a company that has a healthy balance sheet, an on-target sales forecast of roughly $2.4Bil. this year, a market cap of roughly $8.1Bil, great products that keep coming and a great management team.
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undervalued
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juniper has become a mini-cisco internally. it has no clear strategy to grow
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