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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-0.3%Nov 26 3:59 PM EST

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To: Frank A. Coluccio who wrote (22927)2/20/1999 7:13:00 PM
From: The Phoenix  Read Replies (1) of 77400
 
Folks,

Don't underestimate Juniper. They have great people and good contacts in the industry. Juniper will likely be taken public before they are bought. The JV style of VC in this company makes it a difficult takeover target...it will get interesting. CSCO will need to develop similar technology or buy it. IMO they CSCO will succeed and Juniper will be a flash in the pan...make a few guys lots of money and then be sold off to the highest bidder. By then terrabit routing will be common.

OG
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