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Technology Stocks : Juniper Networks - JNPR

JNPR 39.95

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Jul 2 5:00 PM EST

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To: Mehitabel who wrote (1776)	10/16/2000 3:57:36 PM
From: Bruce Brown	of 3350

Bingo! Bingo! Bingo! It's a software intensive game. The link I provided before goes into explaining why a high end speed router player like Foundry has barriers to entry they are facing. I think that possibly there is room for a third vendor - be it Foundry or Avici, but it's Juniper and Cisco's game at the moment. The CAP that is being awarded to Juniper and taken away from Cisco is a significant event. It doesn't have much to do with the current revenue stream in the core high router and the future of M5/M10 product, but has more to do with what could be or is going to be down the road. BB

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