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Technology Stocks : Juniper Networks - JNPR
JNPR 39.950.0%Jul 2 5:00 PM EST
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To: The Phoenix who wrote (926)9/9/1999 12:05:00 PM
From: Bill  Read Replies (1) of 3350
 
My understanding is that the M40 can process 10 times more addresses than the 12000. Other than that, along with some interesting software features, the h/w specs are close.

I believe gigabit/terabit routers will still be required even if optics takes the core. Optical backbones will come in transition and will coexist in a layered environment for several years. JNPR, with its $10 b value, should acquire one of the myriad optical startups and integrate the optical switching technology with its routing technology. (This is what Monterey was trying to do, without the requisite software base.) They should also acquire some access technology.

I don't think JNPR wants or needs to be acquired. They want to be a major player on their own. But I agree they need to start moving now.
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