Cisco Says CRS-1 Router Selling Briskly; Bad For Juniper?
Cisco Systems (CSCO) yesterday said that sales of its high-end CRS-1 router has accelerated in the past several months, according to a Reuters story yesterday. The piece says that Cisco has sold 900 CRS-1 routers in the nine months through March, the same number sold from the product’s launch in May 2004 through last June. Pricing on the CRS-1 ranges from $500,000 to over $1 million; customers are mostly carriers. The story notes that Juniper (JNPR) sells a rival product called the T1600.
The Street seems to have decided that, while this is good news for Cisco, it may not be so good for Juniper. Cisco today is up 45 cents, or 1.8%, to $25.43; Juniper is down 66 cents, or 2.6%, to $25.12.
Finally, something that’s good for CSCO and BAD for JNPR. There IS a God.
Squeegi you ARE an Idiot
A one day 2% move, highly significant.
Are you jealous Tom
Inspite of all the hypes, Juniper is nothing but a clone maker. Why would anyone want to even waste time and money on Juniper stocks?
People, what’s with the name calling?? Look at the facts..HELLO, reality check, look at the history over the past year. Juniper rocks!
Yea for Juniper! It’s like David and Goliath, isn’t it? Goliath, the lumbering giant and David the limber, youthful, energetic upstart, making it happen and getting it done!
Puhleeze…ATTN Cisco Fans: Go to Yahoo Finance and look at the charts!!! Over the past 5 years, heck, over the past year Juniper is ahead!
Duh… team… uh… JNPR Must have higher returns. In finance risk is proportional to return… smaller companies need to have better returns or else investors will just go with the more diversified investment.
Juniper and Cisco are always leapfrogging each other with their product cycles. CRS is in its sweet spot right now.
I believe the ‘net is growing fast enough right now that there is plenty of revenue to be had by both companies.
Tech Trader Daily is a blog on technology investing written from Palo Alto, California by long-time Barron's West Coast Editor Eric J. Savitz. The blog provides news, analysis and original reporting on events important to investors in software, hardware, the Internet, telecommunications and related fields.
