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Technology Stocks : Network Appliance

NTAP 106.38

-0.4%

3:59 PM EST

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To: DownSouth who wrote (5104)	11/17/2000 2:25:52 PM
From: kas1	Read Replies (1) of 10934

I would be very careful with such assumptions about JNPR's potential. They are a threat to a small, but growing portion of CSCO's market. Well, this sort of understates the issue. Carrier-class routers are not just any market niche; they are the market niche where (accdg to CW) all the profits will be. How seriously have you investigated JNPR as an investment? This is not meant as a jab at you, nor an implication that you haven't investigated it seriously; I am just honestly wondering out loud whether your observations are just offhand top-of-head remarks, or whether you've done lots of DD. I have done some DD, not lots, and remain impressed with Juniper, even at these prices.

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