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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bretsky who wrote (20576)3/18/2000 11:20:00 AM
From: lurqer  Read Replies (1) of 54805
 
JNPR is their biggest fear

That is precisely Justin's point. While they concentrate their attention on JNPR in the terabit router space, the real threat is the discontinuous innovation of optical switches. See

Message 13199592

lurking...

lurqer
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