Juniper Jumps on Good News

COMMENTS

Newest First | Oldest First | Threaded View

<< < Page 2 / 3 > >>

core_router 12/4/2012 | 11:20:47 PM

re: Juniper Jumps on Good News Speaking of accounting irregularity, I have just
one word for you Crisco fans: ANDIAMO

BTW, is this a freudian slip or what: "Cisco isn't going anywhere!" You're damn right it isn't. HFR my ass....

Reply | Post Message | MESSAGES LIST | START A BOARD

sevenbrooks 12/4/2012 | 11:20:46 PM

re: Juniper Jumps on Good News
fw,

Big difference between the citations you have which would indicate that Juniper will have difficulty with large top line growth and having about a 5% Q-Q growth and calling it accounting fraud.

So take a deep breath and say: Juniper is overvalued - its got channel issues - its got market positioning issues. Those are the things in your note.

Separately, comparing a company to those that have committed accounting fraud is a much tougher stand.

And also separately, no CEO is going to publicly say "Our Stock is Overvalued". Juniper's may be, but its up to the analysts to help investors sort the wheat from the chaf.

seven

Reply | Post Message | MESSAGES LIST | START A BOARD

materialgirl 12/4/2012 | 11:20:42 PM

re: Juniper Jumps on Good News Actually, JNPR has about $1.3B in cash and investments (both short-term and long-term). This is pretty liquid stuff. On the liability side, they have $942M in convertible debentures. There are two traunches here, one is subordinate to the other. Bottom line, they have more cash than debt.

Converts can be thought of either as debt or as equity. It all depends on how the contracts were written and where the share price is. You have to read their 10ks and such to find those details. Management bought back some $290M face value of debentuers in the quarter.

Reply | Post Message | MESSAGES LIST | START A BOARD

fw23 12/4/2012 | 11:20:41 PM

re: Juniper Jumps on Good News >hilarious that you think (what you in marketing- >for which loser outfit?) that Superbowl or CNBC >ads will be watched by operators at Malaysia >Telekom, Czech Telecom to name a few.

Guy,

Time to take a few deep breaths I think. The
Superbowl gives MARKETEERS the best BANG FOR
THE BUCK in TV advertising. Those of us
--->IN THE KNOW<--- about such things have
seen the science about how much of the world
that the superbowl reaches. People who don't
like football even watch because its just such
an event across all cultures.

Yes, if you really want to REACH Malaysia or
Central Europe, you need to target real football
(FIFA and the kind outside the good-ol USA).
But until the world cup is held every year, your
best BANG->FOR->BUCK solution is still the good
Old NFL.

In Asia you need a celibrity more than the US.
I've previously suggested that (for example)
Juniper should hire Ray Romano, Terry Bradsaw,
Tony Danza or Venus Williams perhaps as a spokesperson. That sort of thing is the
?**#*BIG [email protected]#$&^$ in ASIA these days.

I'm still in awe of Alcatel's mega-mega-MEGA
successful campaign and how they were able to
use dead people like Lou Gerhing and MLK JR.
Most companies can't afford that, but the
results sure *SHOWED* in that Heavy Reading
Survey.

Reply | Post Message | MESSAGES LIST | START A BOARD

fw23 12/4/2012 | 11:20:40 PM

re: Juniper Jumps on Good News >the chance of any marketing group being able to >get budget for this kind of expenditure, in this >environment, is very slim. even during the boom >time, Cisco's TV campaign caused internal >constenation about wasted money. whether you are >right or wrong, most people (in this industry) >don't see the value in this kind of spending, so >therefore it is next to impossible for a >marketing department to get this approved, >especially in a company that is watching the >pennies.

I'm going to quote some great analysis from
light reading that says it all:

"Vendors sometimes claim theyalready know their potential customers and thus don’t need to do much marketing. Wrong! Most vendors – even big ones – are known by fewer than 50 percent of survey respondents, and these are respondents that claim familiarity with the product category under review."

"Vendors that are sitting on the sidelines, aiming to rekindle marketing efforts when the recovery begins, are being forgotten about by carriers. "

So its that simple. Either spend the big bucks
where it counts on marketing campaigns or
you might as well give up. There are always
people who can find excuses why they SHOULD->NOT
spend money on critical marketing issues, but
those same people are the ones who waste money
by not keeping budgets under control other
areas.

There is an old phrase: Penny wise, pound-foolish
that fits well with the current situation. If
second-tier players are going to survive, the
only way they will survive and prosper is to
get recognized by their own market. Sure, TV
is expensive, but its EFFECTIVE. Thats why
people should think SUPER-BOWL or NFL sunday
rather than CNBC.

And its not as expensive as some people pretend.
Its well within the means of most companies
to come up with the cash for a super-bowl spot.

To win the game you have to put SKIN IN THE
GAME. And these days, SKIN is putting up the
BUCKS for a marketing campaign.

Reply | Post Message | MESSAGES LIST | START A BOARD

otoh 12/4/2012 | 11:20:40 PM

re: Juniper Jumps on Good News fw23,

the chance of any marketing group being able to get budget for this kind of expenditure, in this environment, is very slim. even during the boom time, Cisco's TV campaign caused internal constenation about wasted money. whether you are right or wrong, most people (in this industry) don't see the value in this kind of spending, so therefore it is next to impossible for a marketing department to get this approved, especially in a company that is watching the pennies.

your previous assertion that this kind of recognition is necessary in order to get RFIs seems false to me. plenty of startups with no branding budget at all get RFIs. They do it the old fashioned way, they go knocking on doors.

not disputing that Cisco's brand awareness is an asset - of course it is and it helps in many ways, just don't see the connection with RFIs. Even Cisco has to show an interest in an RFI to get one - which means talking to someone and proposing a solution.

Reply | Post Message | MESSAGES LIST | START A BOARD

DCITDave 12/4/2012 | 11:20:40 PM

re: Juniper Jumps on Good News Dear "God" --

http://www.mplsworld.com/archi...

Regards,
ph

Reply | Post Message | MESSAGES LIST | START A BOARD

BobbyMax 12/4/2012 | 11:20:40 PM

re: Juniper Jumps on Good News Juniper short term performance is not indicative of the general market condition. The market is still irresponsive to router products.

Reply | Post Message | MESSAGES LIST | START A BOARD

otoh 12/4/2012 | 11:20:38 PM

re: Juniper Jumps on Good News fw23,

if you think such campaigns are worthwhile, I am not going to argue with you, you have the right to your opinion. however, you have called for certain marketing people to be fired, without understanding that the marketing people would happily spend all the companies money doing such things - they are not the ones who ultimately stop such things, the CFO does. So perhaps you should be calling for the sacking of CFOs if you believe such things are vital. personally, I think the money could be better spent for most companies. companies that are already huge multi-nationals with billions of dollars of revenue every year have different goals and needs.

Reply | Post Message | MESSAGES LIST | START A BOARD

Iipoed 12/4/2012 | 11:20:38 PM

re: Juniper Jumps on Good News "Juniper short term performance is not indicative of the general market condition. The market is still irresponsive to router products."

BM-and your point is?

Reply | Post Message | MESSAGES LIST | START A BOARD

<< < Page 2 / 3 > >>