Jennifer Juniper vit sur la colline;
Jennifer Juniper assise tres tranquille.
Dort-elle? Je ne crois pas!
Respire-t-elle? Oui, mais tout bas!
Qu'est-ce tu fais, Jenny mon amour?
-- Donovan, "Jennifer Juniper"
Like its namesake Jennifer, Juniper Networks
Last night's earnings report showed some decent growth, and good prospects of more of the same, as Juniper strives to keep up with market leader Cisco
CEO Scott Kriens noted that the results were "in line with our expectations," pointed to "solid opportunity" moving forward, and promised to "remain focused" on customer needs and sharper execution. Nothing exciting, nothing fancy. It's a refreshing lack of hype in a sector where management often talks about "breakthroughs," "explosive growth," or "record revenues."
Juniper has positive cash flows, despite a string of GAAP net losses, and the stock looks rather affordable on a discounted cash flow basis, compared to peers like Cisco or Nortel Networks
Other than Cisco, it seems that networking companies can't catch any love in our Motley Fool CAPS investor community. Sign up for a free account and explore the differences between four-star Cisco and one-star Juniper.