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

To: The Phoenix who wrote (999)	9/21/1999 8:12:00 PM
From: Bill	Read Replies (2) \| Respond to of 3350

Gary, you're cornering yourself. Look, we're both buyers at 120-140, so the market cap is something we both expect to be achieved again in a short period of time after a dip. Based on looking deeply at the products in this specific space, I rate JNPR as best of breed. That doesn't mean they're going to seriously challenge CSCO, just that this particular product is better than CSCO's at this particular time, IMHAPUO. LU doesn't have a product in this space. It is possible that optical switches cannibalize this market starting next year. However, experience tells me SPs will take a layered approach to network design and use the lower layer gear to switch facilities. Session switching will still be the job of routers. So let's all chill a little because this is a very good company competing with other very good (Great!) companies.