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

To: Wes Stevens who wrote (755)	8/20/1999 7:56:00 PM
From: Bridge Player	Read Replies (1) \| Respond to of 3350

<< WE CURRENTLY DEPEND ON ONE CONTRACT MANUFACTURER, AND IF WE HAVE TO QUALIFY A NEW CONTRACT MANUFACTURER WE MAY LOSE REVENUE AND DAMAGE OUR CUSTOMER RELATIONSHIPS >> This is good stuff. It sounds like it is from the prospectus for the JNPR public offering. If so, why not identify the source as such? And maybe put it in brackets or something? BP

To: Wes Stevens who wrote (755)	8/20/1999 8:40:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 3350

Hi Wes, Cisco does outsource a great deal of the manufacturing of its routers and other products. JXM

To: Wes Stevens who wrote (755)	8/23/1999 11:38:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 3350

Cisco builds all of their routers in house. I think you should investigate this statement a bit more.. ;) OG

To: Wes Stevens who wrote (755)	8/26/1999 7:17:00 PM
From: mact	Read Replies (1) \| Respond to of 3350

wes, but many depend on outsourcing now...and this field will grow even more so...most tech. co's do not want to manufactor or design small electronic parts anymore...thats why solectron will do very well in the future...they are growing at 50% per yr...even cisco uses solectron for alot of outsourcing...they can route orders directly to solectron and many of cisco's customers dont have a clue where its coming from...so its not just jnpr being vulnerable to co's like solectron and flextronics...in the future, more and more smaller electronic parts will be made by co's like solectron and not from co's like cisco,HP,IBM and etc. mact