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Technology Stocks : Juniper Networks - JNPR

JNPR 39.95

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Jul 2 5:00 PM EST

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To: The Phoenix who wrote (268)	7/1/1999 1:10:00 PM
From: Bill	Read Replies (1) of 3350

I agree with your numbers but not necessarily your conclusion. As a comparison, take CSCO. A $200 B market cap with a total of all markets served less than $35 B. (Routers $10B, LAN switches $8B, access products $2B, WAN switches $5B, Other $5-10B.) If CSCO is irrational exhuberance, then you have a valid point on JNPR.

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