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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: Bill who wrote (925)	9/9/1999 11:45:00 AM
From: The Phoenix	Read Replies (2) of 3350

The bottom line is Wizards original post is filled with misinformation. First as I said before the M40 and the Cisco12000 are competitive product. The M40 does not offer significant performance improvements. JNPR's next generation router will likely be a smaller router not a larger one (focused on large enterprises) whereas CSCO is working to change the playing field moving the core from routing to optics. This could cut the legs out from under JNPR's market. Still there will be a market for core IP router and there they will continue to compete with CSCO, Foundry, Nexabit, Extreme, etc... They do not own 100% market share. I don't believe CSCO will launch a higher end router. I think the Cerent and Monterrey acquisitions tell us all what their plan is. It is not a good indicator for core IP routing. First everyone said the core would be circuit, then ATM, then IP, now everyone is saying optics. Building high speed core routers now is building a product that is late. UUnet is sitting on the fence. They have an investment in JNPR and a relationship with LU (via ASND mostly), and one with CSCO. They deploy a little of all their products. ASND on the RAS/RAC, Cisco on the edge routing and JNPR in core. They do have a large investment in JNPR and without UUNet's support of the M40 JNPR would have had no flagship customer and the investment might have been lost altogether. Throwing JNPR a bone while maintaining other relationships demonstrates good business skills on the part of UUNet. JNPR still has their work cut out for them. - They are a one product company. - Their market may not grow much if core optics takes hold. - Potential suitors already have product - JNPR valuation is too high for a buyout given the above - They can not go upstream - again if POS is real. - They will have difficulty going downstream because of CSCO's dominance in the enterprise. - All this assumes CSCO does nothing and just watches - which of course if JNPR get's any mo at all CSCO will attack. Just some wild opinions..... OG

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