Market Gems-Trading Strong Earnings Growth and Momentum Message Board

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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum

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To: Jenna who wrote (4063)	2/7/2001 9:30:00 PM
From: puborectalis	Read Replies (1) of 6445

AVCI potential.........Bigger challenges may come from Lucent (NYSE:LU - news), Alcatel (NYSE:ALA - news), and upstarts such as Avici Systems (NasdaqNM:AVCI - news) and Pluris. These companies are looking down the road at a time when communications providers will be delivering streaming video and other data-intensive applications that could overwhelm the routers that Juniper currently sells. Avici, in particular, is a ``competitive threat,'' according to ABN Amro analyst Ken Leon. The company's ``scalable'' routers can carry five times more data than the current Juniper models. Although Avici has grabbed less than 1% of the market, it is lining up some powerful customers, including AT&T (NYSE:T - news), France Telecom (NYSE:FTE - news), and Qwest Communications (NYSE:Q - news). ``I would have expected Juniper to move more quickly into this market,'' says Tim Smith, a network-infrastructure analyst at DataQuest.

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