Juniper's Going Places

3:15 PM -- Mark Sue of RBC Capital Markets puts out some pretty darn entertaining analyst notes, often with catchy headlines. (He was on a rock-lyrics kick last year, as I recall.)

For the news of Microsoft Corp. (Nasdaq: MSFT) exec Kevin Johnson becoming CEO of Juniper Networks Inc. (NYSE: JNPR), he's gone with a Dr. Seuss theme. Here's a sampling of what he sent to investors this morning:

He is on his own now that Yahoo said no. And out of Seattle is where he decided to go.

He looked up and down the coast and looked 'em over with care. About some senior spots, said "don't want to go there."

He started at Microsoft way back in '92. But with recent conflicts with Balmer, he started to stew...

On and on Juniper will hike and I know they'll hike far. And face up to challenges whatever they are.

Microsoft already grabbed Juniper's COO Elop. So Juniper's now the one who's landing on top.

OK, so he's not winning a Caldecott any time soon. It's still a nice departure from the usual "reiterated guidance" and "year-over-year going forward" talk.

— Craig Matsumoto, West Coast Editor, Light Reading

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