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Technology Stocks : Juniper Networks - JNPR

JNPR 39.95

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Jul 2 5:00 PM EST

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To: The Phoenix who wrote (941)	9/12/1999 1:43:00 PM
From: Bridge Player	Read Replies (2) of 3350

Gary and PAT both, from your discussion of routers you seem quite knowledgeable about this market. What is your impression of the Linux router announced by MRV Communications, scheduled for shipments in 4th quarter 1999? Do you feel this product is a legitimate contender in this market? Let me quote from a recent research report on MRVC issued by Van Kasper, a SF-based investment firm. This quote is courtesy of Sector Investor, a knowledgeable poster on the MRVC thread, who retyped recently in full the complete text of their report: "The Linux 'open' architecture operating system challenges the dominant proprietary systems required by most major switch router vendors - such as CSCO's IOS or Nortel's BayRS - by offering third party developers, Carriers and ISP's both, the flexibility to tailor applications and the ability to optimize bandwidth of the highly scaleable open cell based switching fabric." Comments? BP

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