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

To: The Phoenix who wrote (803)	8/26/1999 11:59:00 AM
From: Wizard	Read Replies (2) \| Respond to of 3350

Cisco's purchase price, which essentially ignores normal valuation metrics, demonstrates exactly what is going on in telecommunications today. There is a major technology discontinuity and this deal shows that nobody, not even almighty Cisco, could make small acquisitions and integrate them to form what next-generation carriers need, new high-performance, cost-saving, multi-service equipment platforms. New architectures are needed for the new world of internet buildout. Juniper has a great product in the M40 and the play on Juniper is if they can leverage this very strategic position (next-generation backbone routing) into becoming a multi-product, telecom supplier. If you are the leading player at the core, you obviously have the expertise to expand from there. Its like building your team around Tim Duncan, it doesn't guarantee you go to the NBA finals because that takes execution but it sure is a good start. Cisco just signed Cerent to a very high-priced, long-term contract but maybe its Jerry Rice (note that optics is another big-time sport).