Juniper Networks - JNPR Message Board

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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: Michael Wilson who started this subject	8/22/2000 6:56:24 PM
From: peggylynn	of 3350

Dell'Oro reports JNPR gains 6% market share. - peggylynn Data Networking Dell'Oro Q2 core router and broadband data. Core router market was $478MM, +31% Q/Q. Strong Buy Juniper gained share on Strong Buy Cisco by capturing 24% (+6%) share, but CSCO remained in lead with 74% share (-6%). No one else had share greater than 1%. Broadband aggregation mkt was $131MM (+29% Q/Q); Strong Buy Nortel gained 3% to reach 29% and the number two spot behind Redback Networks. These results confirm our investment thesis that Juniper and Nortel are seeing strong demand for their respective products. View this data as positive for JNPR and NT and slightly negative (but not unexpected, given comments on its conf call) for CSCO, which continues to gain share and maintain the lead in several other categories tracked by Dell'Oro. JNPR $174/CSCO $66/NT $81 cnetinvestor.com

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