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

To: The Phoenix who wrote (926)	9/9/1999 12:05:00 PM
From: Bill	Read Replies (1) \| Respond to of 3350

My understanding is that the M40 can process 10 times more addresses than the 12000. Other than that, along with some interesting software features, the h/w specs are close. I believe gigabit/terabit routers will still be required even if optics takes the core. Optical backbones will come in transition and will coexist in a layered environment for several years. JNPR, with its $10 b value, should acquire one of the myriad optical startups and integrate the optical switching technology with its routing technology. (This is what Monterey was trying to do, without the requisite software base.) They should also acquire some access technology. I don't think JNPR wants or needs to be acquired. They want to be a major player on their own. But I agree they need to start moving now.

To: The Phoenix who wrote (926)	9/9/1999 1:01:00 PM
From: Wizard	Read Replies (3) \| Respond to of 3350

>>whereas CSCO is working to change the playing field moving the core from routing to optics. There is a large wave of revenues before we are close to products that combine optics with routing. Processing the light pulses of optics is a major bottleneck right now and there is no question that routing is vital to the growth of the internet. We can sit back, kick our heels up and try to imagine what the long-term future of networking is but that isn't going to change the fact that the new service providers are buying routers and they are buying M40's. Service providers can buy WDM equipment and improve core transport capacity but all that light still needs to be processed and forwarded or guess what, it ain't getting to where it is supposed to go, reliably and efficiently... The M40 and future Juniper products have a very significant opportunity. As next-generation routing grows, it will take share from the legacy routing products from Cisco. Cisco will still sell a lot of products but Juniper will take share from the 12000. Junipers revenues are going to grow exponentially. Cisco's revenues are going to grow nicely. Sounds like a healthy industry to me and one I want to be long. CSCO JNPR RBAK