### Comment:
Own Intel. Waited on earnings from Cisco as they seemed to be too priced in, possibly get into that. Will take a look at Juniper. Thanks

### REPLY:
Juniper is basically dead on the security side - look at how much market share they've lost over the past 3 years.  
  
 Cisco's core business is strong but their security offerings are mostly bolted-on acquisitions and starting to heavily lose share as well.  
  
 Intel... not much business on the security side unless I'm forgetting something after the McAfee divestiture

### END.