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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 (315)	7/16/1999 6:20:00 PM
From: Wizard	Read Replies (2) of 3350

>>ASND got in trouble when CSCO took them on in the RAS space...they turned to ATM and CSCC bailed them out. CSCO let them off the hook by not doing a better job of leveraging the STRM acquisition. That is Cisco's spin. Ascend/Cascade deserve more credit than you give them. Its true that certain product segments ramp and taper off. Ascend and Cascade did their deal to compete with Cisco just like Cisco does acquisitions all the time to compete with Ascend. >>I don't think ASND would have lasted more than 3-4 years of Cisco taking it to them in the carrier space. Nor would Cisco have lasted this long if it weren't for their acquisitions. >>I suspect CSCO is about 12 months away from being recognized as a major supplier (on the same tier as NT and LU) in the carrier market. No they are certainly considered a 'major player' right now. Cisco owns the data (internet) market. The problem is that packet processing just isn't fast enough to do voice. It doesn't work and current routing is fast becoming the real bottleneck. Eventually it will do it but its going to take a while. Meanwhile, Juniper might be building the next great telecom company. If that is the case, upside could be 50-100b+ valuation. The thing to remember about technology stocks is this, they are momentum driven and investors flock to companies that appear to have huge leverage and discount it far before you ever think. It continuously amazes me just how these multiples look but I believe you can take comfort knowing that in a bull market, leaders perform and Juniper is a leader. In a bear market, Juniper will get spanked but so will pretty much everything.

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