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

To: Bill who wrote (1021)	9/23/1999 10:58:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 3350

Excuse me? I in no way implied, nor do I believe that, Datacom "shut CSCO or LU out". Having been intimately involved with these studies many times in the past I do know how they work. From the new competitor's position you relish the opportunity to participate in these events. You have nothing to lose. If you don't come out on top you still get mentioned a long side the market leader...a good thing. If you come out on top - you're golden. From the market leader position (which CSCO currently is). It's a no-win. You could lose and even if you don't you give your competitors credibility. So, I don't believe that Datacom shut CSCO or anyone else out. I believe that in CSCO's case, they never had any intention of participating in the study since there is no value to them to do so. Datacom is upset by this because without the market leader the value of their study is compromised....in fact with only JNPR it's pretty much worthless. So, what do you do with a study that has only one competitor.... You write an article about how unfair the other companies were in not providing product. You try to make them look bad...make it look like it was their fault when in fact there could have been any number of reasonse that they didn't participate, didn't want to participate, or didn't have the product to participate. We can speculate all we want. In the end to publish this article with only one competitor and bashing those that didn't provide product is indeed nothing more than a hatchet job. It certainly isn't a competitive bake-off now is it. OG

To: Bill who wrote (1021)	9/23/1999 11:03:00 AM
From: Wizard	Read Replies (2) \| Respond to of 3350

What is more interesting than Gary's obviously CSCO/LU shaded glasses is that Junipers plan is to qualify for OC192 in Q1 2000 and deploy in Q3 2000 while Cisco and Lucent are still trying to qualify (and drop out of tests) vs the current M40. Junipers lead is noteworthy and the Datacomm test is a nice little confirmation of what UUnet and Cisco have both said publicly (Cisco implicitly). More important than the lead is what Juniper is doing in terms of derivative uses of the M40 and continuing to innovate. Juniper now has over 31 customers taking M40's and they have begun using them in more than just the backbone role. Cable & Wireless is using some M40's for ISP peering and Conxion is using M40's in a hosting environment while Qwest is using M40's to route aggregated high-speed access points. Industry analysts have been revising overall router revenue projections up and this is a good indicator of a very healthy industry. Juniper is the first company to take router market share from Cisco in what, 10 years? and it is doing it in the most strategic place --> in the largest, new networks being built.