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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: The Phoenix who wrote (1528)	9/5/2000 12:04:14 PM
From: Mehitabel	Read Replies (1) of 3350

Hi Gary. I agree with you that CSCO "wants" JNPR in the router business (or else it wouldn't be there). Several brokerage houses have also made that point, but not because of the threat from DOJ. Rather, their take is that CSCO wants JNPR as a strong second because that will keep the big vendors and major competitors like LU and NT from being able to gain a foothold in that market. Their reasoning is that customers want to have two vendors available, but don't need three. So as long as JNPR is 2nd, they tend to crowd LU and NT out of the market. Makes sense to me, as I believe JNPR, tho it has had outstanding success, is there somewhat on sufferance from CSCO. disclosure: long both JNPR and CSCO

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