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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: shamsaee who wrote (30379)8/24/2000 8:18:37 AM
From: Bruce Brown  Read Replies (1) of 54805
 
John I have to respectfully disagree with your valuation.It is much easier to grow your sales from 100m to 200m than from 1 BIL to 4Bil.The networking sector has other players and it is misleading to believe that jnpr will pick up 40% of it by 2003.If that were true then that would probably put them past csco market share in 2003 because others like extr,newp,rbak,scmr are also gaining market share.

Be careful not to lump all of those companies in specific niche markets into one big pile. Extreme Networks, Redback Networks, Juniper Networks, Sycamore Networks and Newport Corporation all compete in different segments under the umbrella term of IP/Broadband. John was speaking directly about the target market of Juniper and Cisco for the core next generation internet backbone router. That's one game alone that includes:

1- Ascend
2- Avici
3- Cisco
4- Juniper
5- Lucent
6- Neo Networks
7- Pluris
8- Tellabs
9- Unisphere

BB
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