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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: Winston Lee who wrote (1080)	10/19/1999 8:46:00 AM
From: Bill	Read Replies (1) of 3350

Good question. JNPR has a more intricate product, but they are taking on CSCO. SCMR has more proven management but a less defensible product position in the longer run. They'll need to add enhancements to grow their base. If, in 6 months, JNPR is valued at $14B and SCMR at $11B, I'll be happy.

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