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[email protected] 1/29/2014 | 6:12:47 AM
Re: long term no good And that's part of the risk of being a listed company - investors can get on your back and put you undeer pressure in the public eye....

I's harder when the activist investor has a long list of evidence and a comms strategy that appeals to other investors that want a return ASAP -- I wonder how many JNPR investors have a long-term position? Or maybe that long-term doesn't look so hot....
cassis 1/29/2014 | 5:17:59 AM
long term no good Investors want ROI, yes, in short period of time. 

They wanna cut the opex and boost up the stock price for more money. Quick Money. 

It won't do anything good for J from a long-term perspective.....products, etc.  
David Dines 1/14/2014 | 6:38:47 PM
Re: Software Being a sailor I love the cliche about the wind blowing.  

It is curious about the timing of this, they hit the new guy before seeing what he is going to do.  I guess they did not think the old regime would act.

In theory Elliot's plan is rational, but I have observed that nearly every one of these get well plans are executed with a very broad brush and the cuts will be to the bone. As someone once said, you can't shrink yourself to greatness. 

 
TomNolle 1/14/2014 | 3:42:17 PM
Re: Software I don't know whether getting some key Microsoft execs in makes you a software company or even proves you have a commitment to be one.  It takes more to be a clown than a paint job and a funny nose.
brookseven 1/14/2014 | 2:15:01 PM
Re: Software  

Ray,

 

Uh....that is the goal of investors.  Maximize their ROI.  One thing that happens is that Management Teams lose their focus on that goal.  That IS the job of management - Return the Maximum ROI to their shareholders.  They get caught up in maximizing their ROI on their job.

Now all the thoughts around strategy and execution are definitely debatable.  But BoDs and Executive Management are not always incented to provide maximum return to the owners.  

seven

 
[email protected] 1/14/2014 | 1:37:16 PM
Re: Software SO, it's worth remembering that Elliott wants to make as much money from its investment as possible - that is its motivation. It has no other agenda. 

It's also clear, though, that it is not a lone voice. And it's hardly likely to have its views kicked back by other investors. 

Juniper needs to be smart.
sam masud 1/14/2014 | 12:15:22 PM
Re: Software Leaving aside everything else, Juniper is the place to work for software engineers: the average base salary for software engineers at Juniper is about $160K, compared with about $110K at Brocade or Cisco. Go figure...
DOShea 1/14/2014 | 10:49:24 AM
Software If you look back at the headlines of a few years ago, you would think Juniper was ahead of the game in trying to become more of a software-focused company and importing several Microsoft people. I guess it shows in part that determining which way the wind is blowing doesn't make you a great sailor, or you know, insert your own cliche here...
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