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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	7/14/2000 6:40:20 PM
From: johnzhang	Read Replies (3) of 54805

RE: Juniper - Gorilla Challenger Here is an article about Juniper, a challenger to the router gorilla Cisco: biz.yahoo.com Highlight: -In 1999, Cisco's share of router market declined from 83% to below 80%, while Juniper's climbed from 11% to 17%. -Last quarter's revenue increased 528% over last year, 77% over previous quarter. -Juniper stock price jumped more than 600% last year, and up 180% year-to-date. I don't have the knowledge to judge whether juniper's router is better than or different from Cisco's. But if its technology is a disruptive development, the fight between Juniper and Cisco could be like the one between NTAP and EMC. Regards, John

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