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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: Frank A. Coluccio who wrote (3140)	3/22/2002 12:21:40 PM
From: Ibexx	Read Replies (1) of 3350

Frank, The following comments are taken from one of the discussion forums at Lightreading.com. Wondering if you would care to comment some of the specifics? "Cisco is no doubt the top vendor for enterprise networking. However, the company has understood little of telecom. They purchased the following; Cerent - Good OC-48 success but where's their 10G upgrade? Qeyton - No market share Monterrey - Cancelled project Pipelinks - Little success Pirelli - No LH market share So one out of 5 doesn't seem a deep understanding of transport. Their culture of selling to enterprise has not helped them with selling into RBOC telecom and has probably hindered them since you need infinite patience and a willingness to suffer margin problems in the beginning to reap benefits later. Neither of these seems to be Cisco strengths. I'm not bashing them as they've done better at expanding into transport compared to say Lucent or Nortel expanding into enterprise networking. But a deep understanding of telecom - I don't think so." Thanks in advance, Ibexx

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