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

To: - who wrote (897)	9/3/1999 9:18:00 AM
From: Hagar	Read Replies (2) \| Respond to of 3350

they've already made some big moves, like NN+NorthChurch this week Northchurch is an edge router not a high-end "super-router" (I assume you meant core router by that). I don't belive it is that far along either.

To: - who wrote (897)	9/8/1999 1:05:00 PM
From: Bull4Now	Read Replies (2) \| Respond to of 3350

PA; Thanks for the response. In my opinion, Juniper has the lead beyond any of the gigabit router startups. Software development on layer 3 router platforms of the 90's and beyond is a significant undertaking - look at Cisco, they've invested nearly 15 years of development on Cisco IOS. I don't believe LU or NN will be able to get any other privately held gigabit router startup "on the cheap". Cisco's purchase of Cerent proved that Wall Street has placed a high value on core-equipment companies (Juniper and Redback are both irrationally priced). This is setting the FMV for these vendors and means privately held companies with a viable product "will not be under-sold" : ). Core equipment vendors are selling for huge premiums regardless of whether they are privately or publicly held (Cisco purchased Cerent for $6.9B). LU or NN have the ability to make a bid for Juniper while saving at least $300M on the purchase price. The last time I saw any market share numbers quoted in an article for this market Cisco had a 90% share: making it a "Gorilla" in the gigabit router market (if someone has newer market share numbers, please post them). I personally think the only other potential vendor to take the second place position is Juniper... unless NN and LU know something the rest of us don't. B4N