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


To: Bill who wrote (564)8/5/1999 9:05:00 PM
From: Lucky888  Read Replies (2) | Respond to of 3350
 
JNPR --

I am not an expert in the telecom equipment industry... Since you have kicked the tires on JNPR product, maybe you can give us some technical detail on JNPR's product? I will really appreciate the following info:

1. Is JNPR's product prioperity?
2. How is JNPR's pricing compare to the big boys?
3. How hard is it for JNPR's competitor to catch up?
4. If JNPR's product is so good, so high capacity, will there be
a continuing demand? (the BEST drug is a drug that a patient has to take indefintely...)

L.



To: Bill who wrote (564)8/6/1999 12:25:00 AM
From: Tom Hua  Read Replies (1) | Respond to of 3350
 
and $300-400 mil year three?

Bill, where does that figure come from? Your own projection? Ciena, also a well positioned company in a hot market, with zero revenue first year, $300 million second year. It was valued at less than $1 billion last year. That should give you a clue on JNPR's market cap after the hype dies down.

regards,

Tom