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Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (268)	7/1/1999 1:00:00 PM
From: limtex	Read Replies (1) \| Respond to of 3350

Gary - My guess is tha tthe market for JNPR products is going to be much bigger than is currently predicted. Everything to do with internet devlopment has been. What happened for instance to SI today. I got some message telling me of server problems. Every day it gets slow at certain times of the day and so does almost every site I then go and look at. Seems prestty clear to me that almost everfyone involved with the interent has less capability today with todays applications. Given the growth in all aspects of the internet especiaally when we start with video and the intenet takes over the function currently carried out be television then we are going to need an awful lot more than I belive is currently forecast. Regards, L

To: The Phoenix who wrote (268)	7/1/1999 1:10:00 PM
From: Bill	Read Replies (1) \| Respond to of 3350

I agree with your numbers but not necessarily your conclusion. As a comparison, take CSCO. A $200 B market cap with a total of all markets served less than $35 B. (Routers $10B, LAN switches $8B, access products $2B, WAN switches $5B, Other $5-10B.) If CSCO is irrational exhuberance, then you have a valid point on JNPR.