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


To: RDR who wrote (401)7/30/1999 5:21:00 PM
From: Wizard  Read Replies (2) | Respond to of 3350
 
Market Caps:

AT&T $172b
WCOM $163b

Global Crossing $26b
Qwest $23b

My point: Telecom is big business and new, huge players are being created. Global Crossing and Qwest were worth very little a few years ago and their now $50 billion combined market valuation has been created with very little negative impact to AT&T and Worldcom.

Similarly, Juniper doesn't have to really beat up on Cisco or Lucent. Telecom is so big that a new large player can easily emerge. It makes sense to me.