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Technology Stocks : Ascend Communications (ASND)
ASND 196.63-1.4%1:17 PM EST
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To: The Phoenix who wrote (61162)6/5/1999 11:58:00 AM
From: MMW  Read Replies (1) of 61433
 
" Your second comment regarding Cisco and a potential acquisition of Juniper.... I don't think the current investors would let that happen. Given that Juniper is likely to be worth more on the IPO than Cisco would be willing to pay and given that these investors are Cisco competitors it's highly unlikely Cisco could buy Juniper. My guess is that Cisco would love to..... just a guess though "

I don't think that is going to happen any time soon. But, if you look
at the structure of Juniper funding and stock ownership. It does not
look like any of those corporate investor has more than 3% ownership.
So, the majority of stocks is owned by VCs and Juniper management
and employees. The possibility of Cisco take over is exist. Here is
some points I thought might be interesting:

1) Cisco has not yet made a good IP backbone router. GSR12000 is still
software forwarding packet which is quite slow.
2) Cisco IOS is aging and not adequate for the backbone network. Cisco
is developing new IOS, but it is an impossible task.
3) IP core business is taking off like market demand double every 4
month according to UUnet. There is huge revenue to be captured.

By acquiring Juniper, Cisco could solve all three problems without
antitrust issues since Juniper is still small. Just a thought.

Best regards,

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