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

To: Bull4Now who wrote (914)	9/8/1999 8:49:00 PM
From: Wizard	Read Replies (3) \| Respond to of 3350

>> Juniper with 100% market share in the "carrier-class IP router market" ? First you have to understand that Juniper's routing is the future and is not a big market in 1999, its ramping this year and in the year 2000. This makes the current 100% market share number a little misleading because its 100% of a small number (remember that only certain service providers are deploying M40's). However, the service providers of the future are currently using the M40 as their backbone router and they aren't using nobody else right now, hence the 100% number. The most important networking scientists in the world are the ones at UUnet, the largest ISP in the world, and UUnet says publicly (including in the article attached in the the below URL) that their network of the future has one supplier right now for its backbone; Juniper. UUnet and Cisco are great partners so UUnet is going to buy a ton of equipment from Cisco for a long time to come. I am sure UUnet would like to buy next-generation backbone routers from Cisco but you can be sure that the M40 is for real if it has already passed UUnet's trials and nothing Cisco has to offer can. Juniper's product is the most capable product for handling the explosion in internet traffic because this is what it was designed to do. Even if Cisco comes out with something credible this year (which it likely won't), Juniper is going to have another version out next year and it gets easier not harder --> Cisco has to drag along the baggage of its IOS and general purpose processors and Juniper has started fresh. I said 100% of the "carrier-class IP router market" because I am calling Cisco's IP routing something different than Juniper's IP routing. The 12000 from Cisco is great for the current generation of the internet which up until 1999 was really an extension of enterprise routing. What is happening on the internet now and in the future is tremendous and it has created a technology discontinuity. With discontinuities come huge opportunities. The greatest network scientists in the world have spoken with their wallets and they have chosen the M40 as the internet engine for the new world order. It is now Junipers to lose. They could screw it up and go down in flames but they could also build a great new franchise in telecommunications. nwfusion.com