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. |