Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Wizard who wrote (683)	8/12/1999 6:20:00 PM
From: Tom Hua	Respond to of 3350

They can do it but its not a lay-up. Oh I think it'll be a slam dunk. JNPR's one and only product is designed and built to be compatible with CSCO's products. You can say that JNPR is riding on CSCO's coattail for now. Once CSCO cuts the umbilical cord, JNPR will be left in the outfield. Tom

To: Wizard who wrote (683)	8/13/1999 10:55:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 3350

Wiz.. I don't think I said LU, CSCO and NT had all the products covered and there will always be space for small players.. But these folks will not let a small player become a big player for one reason. If there is a significant revenue stream to be had in the infrastructure one or all of these guys will own it... one way or another. My opinions are projections not statements of what already exists. RBAK and JNPR are mice nuts today and the big boys are happy to let some of them live. LU already sucked up Nexabit, Fibex is gone, Cerent will be gone, RBAK and JNPR will be gone too. OG