Paul McWilliams (Next Inning) was critical of the IBD editorial in a lengthy email to subscribers yesterday. He cited several errors not the least of which that JNPR's long suit has for over a year been the edge router. But perhaps more interesting is his statement that the analists are wrong when that state that CSCO is 6 to 12 months away form competing in the space.
He reiterated his new accumulation target on EZ (phased in buying) starting at below $17. This raise in accumulation level follows a posting the day after EZ released earnings raising the level to below 17. He also stands by his prediction of meaningful earnings by Q4 from CSCO and has set a % target and a #'s target for that release.
>>>set a % target and a #'s target for that release<<<
Sorry about the delay in my replies, but I posted my last entry here literally on my way out the door. Now I'm back from a weeklong vacation, split around the LD Holiday. I hope you were able to enjoy yours and didn't work the whole time.
Thanks for the McW info. Curious about the excerpt above, if you can or want to elaborate. If not, I understand. I should probably just subscribe anyway with so much at stake.