Your email address:

Powered by FeedBlitz

Or add to your news reader: Add to My Yahoo! Add to Google

Wednesday, January 28, 2009


Plexus is a contract manufacturer.  I pay attention to them because 20% of their sales go to Juniper.  They reported in-line, cited weakness in their wireline/telecom business, said wireless was on plan.  Guidance is 15% below the street due to weakness at “significant medical account” – I presume that to be GE (10% of sales).  A number of other variables point to weakness at Juniper – AT&T’s lower capex planning was another.  Google is also apparently starting to build their own switches, according to this guy.  Might be worth shorting Juniper into the recent strength.

No comments:

Blog Archive