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


To: Wizard who wrote (998)9/21/1999 7:49:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 3350
 
No, the point is that you said that the M40 is a "next generation router". However, you are incapable of describing what the differentiators are. Why? Because the M40 and GSR12000 are similar in fuctionality. Yes, JUNOS and IOS are different, but that is a battle that JUNOS will lose.

You made the point that the JNPR has 100% market share in the "next-generation router" market. Yet, you can not define what a next generation router is. So, this conversation is over until you can. Until then JNPR is a small start up with small market share in and existing (small buy growing) core router market. AAAAANd, do have a valuation of $10B given this is ludicrous.

OG