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

To: Tom Hua who wrote (410)	7/31/1999 12:01:00 PM
From: Bill	Read Replies (1) \| Respond to of 3350

<<Bill, Ciena did $100 million in the first quarter as a public company. Quarterly revenue went from zero, to $50 MM, to $100 MM, the quarter stock went public.>> Yes, I forgot about Ciena. They broke in a huge way. <<CIEN stock tumbled 90% in 3 months when its largest customer (Sprint) decided to buy from competitors.>> This goes to my point about JNPR's ability to ward off competition. I don't see them getting dislodged once they are in the account. <<Another point of caution, both RBAK and JNPR are one pony companies. JNPR has one and only one product.>> True JNPR has one product. But as a core router, they are positioned to offer several related products very quickly by porting the s/w onto smaller (and larger) platforms.