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

To: Wizard who wrote (613)	8/10/1999 7:34:00 PM
From: Lucky888	Read Replies (1) \| Respond to of 3350

JNPR -- Comparing JNPR with AMZN is unfair, why don't we just compare it with CSCO... It takes CSCO about 12 years to be a 200B company and yet it only takes JNPR about a year to be a 10B company? Assume JNPR grows at least as fast as CSCO which is about 40%/year, in 11 years, JNPR will be about -- $400B company... I am sure JNPR will be the talk of the town... L.

To: Wizard who wrote (613)	8/10/1999 7:54:00 PM
From: Bill	Read Replies (1) \| Respond to of 3350

They're already the talk of CSCO. On the conference call, Chambers was asked about competition from JNPR and LU/Nexabit. He said LU/Nexabit will need to develop a little software to progress beyond a simple ASIC company. OTOH, they are watching and taking JNPR very seriously and conceded that many of their customers have brought JNPR in.