bien64 12/4/2012 | 8:24:26 PM
re: Juniper Shares Search for Guidance In the recent statement it says revenues will be between 90 and 100% of the estimate, simple enough.

On the con call they said there is a 90% chance of hitting 100% of their estimate. At least that's how I understood the call. 10% risk in not achieving the full estimate.

That means he said something new at the conference.


JuniperGÇÖs CFO Marcel Gani, addressing a group at an investment conference Thursday,said that the softening economy creates the risk that the quarterGÇÖs results could decline as much as 10 percent.

So what's the twist? Gani wasn't saying anything new. He made similar remarks during the companyGÇÖs first quarter conference call last month. "We believe there is a 10 percent macro risk in our ability to [achieve projected] results,GÇ¥ he said at the time.
reoptic 12/4/2012 | 8:24:13 PM
re: Juniper Shares Search for Guidance Dear JNPR,
We tried to give you really nice advance pr story on the 768c that you didn't really introduce, when that didn't materialize we tried to write a really nice smarmy piece on your mpls announcement about stuff you had already been talking about, and now we are all apologetic over your confusing (new) guidance. We love you.
-Light Reading
rcj_98 12/4/2012 | 8:24:11 PM
re: Juniper Shares Search for Guidance I'm typically very pro-Lightreading, but what a great email. This is the first time I've seen LR cover for JNPR. The other times I probably did see all the bias towards JNPR, but this time I really do. Can you imagine if this were CSCO, FDRY or NT?
Belzebutt 12/4/2012 | 8:23:58 PM
re: Juniper Shares Search for Guidance Hmm... yea, where is that OC-768?
brichter 12/4/2012 | 8:23:48 PM
re: Juniper Shares Search for Guidance Ya gotta cover your customers! If it was CSCO,
They would be crowning the new king (JNPR). Call
it business as usual, call it bias, it's always the same old song 'n' dance.
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