despite Elliott, the man came back and won, stock is setting records
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It s going to go back down. There s nothing behind HPE s growth
Homie think he a god for JNPR. Too bad everyone else has caught up to Mist. That party over.
HPE “used higher ASPs to bolster revenues while maintaining GM.” (higher average selling prices from passing on memory/component costs, not a surge in units) - Tim Long, Barclays
@OP Your timing's off... HPE at 55 now, was 75 last week. But point taken. All due to AI story and Juniper. Will it last or go back to $20 for another 20 years like before? That is the question.