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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 1:01:00 PM
From: Wizard  Read Replies (3) of 3350
 
>>whereas CSCO is working to change the playing field moving the core from routing to optics.

There is a large wave of revenues before we are close to products that combine optics with routing.

Processing the light pulses of optics is a major bottleneck right now and there is no question that routing is vital to the growth of the internet. We can sit back, kick our heels up and try to imagine what the long-term future of networking is but that isn't going to change the fact that the new service providers are buying routers and they are buying M40's. Service providers can buy WDM equipment and improve core transport capacity but all that light still needs to be processed and forwarded or guess what, it ain't getting to where it is supposed to go, reliably and efficiently...

The M40 and future Juniper products have a very significant opportunity. As next-generation routing grows, it will take share from the legacy routing products from Cisco. Cisco will still sell a lot of products but Juniper will take share from the 12000. Junipers revenues are going to grow exponentially. Cisco's revenues are going to grow nicely. Sounds like a healthy industry to me and one I want to be long.

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