Avici (AVCI) The Next Cisco Message Board

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Technology Stocks : Avici (AVCI) The Next Cisco

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To: mact who wrote (51)	7/30/2000 8:19:11 PM
From: Techplayer	Read Replies (1) of 240

mact. AVCI is not going to beat JNPR for market share. Ever. The box is monstrous and does not have nearly the full featureset necessary to be successful in broad distribution. It is not all about speed. Btw, Avici is not 100 times faster than JNPR. I would play this as a 25 day IPO run and bail. Long term, 95 might end up looking expensive. If the underwriters can do what Lehman and Goldman did for SONS, it will prove profitable, but not for long. tp

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