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

To: Frank A. Coluccio who wrote (1012)	9/22/1999 11:05:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 3350

Interesting.... why does one need a "router for that".. ? Seems like an ATM switch could do the job better... or perhaps an optical switch. A router for moving predefined content on predefined routes??? Ok... I guess I learn something new everyday. OG

To: Frank A. Coluccio who wrote (1012)	9/22/1999 11:17:00 AM
From: Wizard	Respond to of 3350

Yes Frank, that is the current and logical strategy among next gen service providers. Junipers point is that the only way to see tomorrows edge/secondary router speeds is to be ahead of the curve and build the high-density routers now because previously designed secondary routers will eventually be replaced as ever higher speeds make their way from the core to the edge. Internet data is doubling every 100 days. Juniper is positioned well withing the next-gen 'super-POP' and that is the only way to see over the next hump. Its first-mover advantage where being #1 or #2 is incredibly valuable and being #3 is worse than being in the disk drive biz (well, maybe not that bad). You can't position yourself for today's network, you have to have multiple, independent, experienced design teams leapfrogging each other. Juniper is aware of this.