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Technology Stocks : Juniper Networks - JNPR

JNPR 39.95

0.0%

Jul 2 5:00 PM EST

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To: The Phoenix who wrote (299)	7/15/1999 5:46:00 PM
From: Wizard	Read Replies (2) of 3350

>>Is $20M enough to justify a $6.5B-$7B valuation? It IS when you are the platform for next-generation internet backbone routers and you are the only one tested and in production at UUnet, Qwest and most every 'new paradigm' network. Cisco is in the lab and doesn't work at wire speed... period. Cisco needs to make the leap from general purpose processors to ASIC's and from its current operating system (IOS) to next-generation IOS. You can't apply software solutions to internet problems. You have to have fundamentally quicker packet processing than software can handle. UUnet and Qwest et al understand this and are putting M40's in everywhere. The dynamics of the networking industry are that smaller players have to buy what the big boys own if they ever want to pass traffic off so whoever wins the big boys, wins. Investors have to use the other half of your brain on a company like this. Its much easier to own these early, have faith and put them away. The first game Juniper played was the super bowl and they won. (They won key customers while in start-up mode). Every investor in the country knows or will look back and realize that building and leveraging the internet was the biggest growth trend in the history of American business. If you want to check on valuation, look at Inktomi. Inktomi is at what, a $6b valuation? and is not even close to the position that Juniper has.... Juniper has execution risk but upside to the valuation is clear. My target would be $20b. Juniper has blue-chip investors and blue-chip management and technologists. Buy it and put it away.

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