Juniper beat the earning by a penny. Revenue rose $546.4 million from $375 million a year ago. Net income rose to $84.1 million, or 14 cents per share, from $48.8 million, or 8 cents per share, in the year-ago quarter. It also raised revenue guidance from $564 million to $575 million.

Bulls View:

Bears View:

Summary:
Juniper has beat the earnings estimate for 13 straight quarters. It proves that the management knows what they are doing. Their strategy is to focus on providing solutions to their customers and not simply selling products. It competes on high end solutions with good profit margins unlike Nortel, Foundry, and Extreme who have to cut prices for short term profit.

Overall the demand remain strong as we continue to focus routing technology in the following area like VOIP, IPTV, and most important of all security.

The stock has struggled since July and been in a side way pattern since Jan of 04. I think it’s time to jump in as the need for the new and better routing technology is getting stronger with the application like the consumer and business VOIP surging and other application in the video IP picking up.

This entry was posted on Tuesday, October 25th, 2005 at 2:45 pm and is filed under Stock. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.