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

To: Bull4Now who wrote (911)	9/8/1999 2:21:00 PM
From: Wizard	Read Replies (2) \| Respond to of 3350

The readings I get are that Cisco has 90% share of routing but that 90% share is really not carrier-class IP routing, its enterprise routing trying to scale. Juniper right now has 100% share of the carrier-class IP router market as it is the only one with a product through trials. Juniper has been shipping for over 9 months and will have its next version out in the 1st half of 2000 as Cisco gets its first version ramping at about the same time. Juniper has a very solid lead and a very aggressive product roadmap. The M40 is the flagship product that is going to dominate next-generation carrier routing. Cisco will get share but they are not going to dominate this category, they will not be able to keep up given their LAN-based architecture. ftr, I am bullish on both JNPR and CSCO