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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 (1079)	10/18/1999 8:39:00 PM
From: Winston Lee	Read Replies (2) of 3350

Bill, In your opinion, which company - JNPR or SCMR - has greater defensible market position? I would argue JNPR, which is why I may allocate only half as much to buying SCMR if the price is right. Anything above $5 billion market cap for SCMR on the first day of IPO might be getting a tad expensive. Regards,

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