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: peter michaelson who wrote (1769)	10/16/2000 11:55:42 AM
From: Bruce Brown	Read Replies (1) of 3350

What is it that will make JNPR so amazingly competitive in networking equipment. Hope and promise: redherring.com Definitive leadership with appetite: investors.com And Best of Breed products: messages.yahoo.com And a market space potential for the players in terms of $$$ that dwarfs the enterprise market $$$ over the past decade that Cisco went after: internetstocks.com Internetstocks.com: From your quantitative research, how do you gauge the scale of the opportunity? More concretely, what kind of revenue growth are you seeing in this take-off phase? Johnson: We see the market opportunity at a trillion dollars over 20 years. Obviously that’s a very rough estimate. It’s probably measured today at $10 billion to $15 billion, on its way to $100 billion annually a decade from now. The enterprise market that created Cisco is a $20-billion opportunity at its peak. So the revenue potential is as big as the personal computer industry, for comparison, and we believe it will be dominated by new companies. In the here and now, second-quarter revenue for the group we identify as Next Generation grew 198% year over year. BB

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