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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (38054)	1/16/2001 6:43:04 PM
From: Bruce Brown	Read Replies (1) of 54805

Perhaps someone who follows JNPR closely can comment on their market share numbers versus the competition. Which market share numbers? Core, access, software or mobile IP? OC 192 C, 48 or what? You've got to compare apples to apples. A router is not a router is not a router, etc... . In terms of OC 192 C - Juniper is the game to date. They have a 12 month technology lead in this high barriers to entry segment and just said they see opportunity to protect that 12 month lead going forward. SK said that they will remain aggressive in their product development to maintain that lead. I will provide a link to the notes I took of the Juniper CC: Message 15191793 BB (Proud Juniper and Cisco shareholder)

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