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Technology Stocks : Juniper Networks - JNPR
JNPR 39.950.0%Jul 2 5:00 PM EST

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To: Wizard who wrote (308)7/15/1999 8:45:00 PM
From: The Phoenix  Read Replies (2) of 3350
 
I partially agree with you however since you've brought up Cisco (not me) I would point to the fact that they seem to have a habit of getting into markets late and still winning. And, given that Cisco (as you say) has a product in the lab already and a captive installed base, JNPR probably will face a tough uphill battle.

Remember cisco just purchased StratumOne.. ASIC's will not be an issue for CSCO. IOS.... sorry can't add anything to that discussion.

OG
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