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

To: Tom Hua who wrote (537)	8/5/1999 12:28:00 PM
From: Charlie Schultz	Read Replies (1) \| Respond to of 3350

You are entitled to your opinion but if this is the next generation of networking I only wish I had more. Regards Charlie

To: Tom Hua who wrote (537)	8/5/1999 12:54:00 PM
From: Bill	Respond to of 3350

Message 10835811

To: Tom Hua who wrote (537)	8/5/1999 12:55:00 PM
From: Wizard	Read Replies (1) \| Respond to of 3350

Tom, you haven't addressed the issue of Juniper and Cisco co-existing. Your entire bear argument revolves around Cisco and Lucent killing Juniper. It is possible that Juniper exists and thrives while Cisco and Lucent do well also. If you want to argue CSCO vs JNPR, look at the customer wins. How many next-generation routers has Cisco shipped? Zero. How many will it ship this year? Zero. Are next generation routers causing a technology discontinuity? Yes. I would argue that given Cisco's baggage, they are the ones that are going to have a tough time keeping up with Juniper. What space does Cisco dominate at carriers? Optics? No. IP routers? No. Any key next-generation product category? No. Don't get me wrong. I am not bearish on Cisco, telecom and networking are very large industries and growing very fast. However, Cisco is overrated when it comes to the carrier space. Cisco doesn't dominate the carrier space. They are a major player but they don't dominate. Cisco is in total control of the enterprise space because that is what their product was designed for and they have acquired so many companies that they have built critical mass. Juniper might use its stock to start buying critical mass also. For now however, they are the only ones that have next-generation routers through trials at carriers. Juniper stock could easily suffer a big correction. However, this has been a terrible market for ipo's and JNPR is barely off its high. Tough to explain except there are no sellers of JNPR stock. The chart looks a lot like GBLX except GBLX corrected by nearly 1/3 in late 1998 and then went up 5-fold. JNPR sure looks headed to $200-250. Does it go to $120 first? Don't know. Just be aware that you are comparing JNPR to a bunch or fly-by-night IPO's. JNPR could go the way of CIEN. But it could also go the way of QWST.