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

To: Bill who wrote (1025)	9/23/1999 12:02:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 3350

Bill, CSCO and LU didn't have good enough products to participate in the benchmark and didn't have the courtesy to tell the magazine until after it had allocated space and sold ads for the issue. Interesting opinions...to which you are entitled. I can't speak for Nexabit..but I'm certain that Csco's motives were different. Now, for what it's worth I do think JNPR has a great franchise - contrary to what my posts may indicate. I just look at this a bit more realistically than perhaps some on the thread that believe JNPR is the second coming. CSCO is still the gorilla. LU is gunning and that is an arms race that I wouldn't want to be caught in the middle of. JNPR is currently a single product company - a first generation product...focused on density and bandwidth... this is good stuff and JNPR will likely succeed to some degree. They will have to deal more with competitive technologies as opposed to competitive products..that will be interesting to watch. If anyone can succeed at that game it is Kriens. At the same time I continue to believe that a $10B valuation is out of control. ASND was a $10B company before being acquired. They owned the frame relay and ATM carrier markets, they had a great start on DSL, led the market in RAS, and IP Navigator was getting good traction..etc. etc.. They got bought for $20B (or something like that). JNPR's product line <g> and market position pale in comparison to ASND's. So, my problem with JNPR is not that I don't believe they will be successful..it's that there is a lack of reality on the thread regarding JNPR's ability to grow in the short term. JNPR is a start-up with a great start but they won't be able to generate the kind of dominance ASND had anytime soon. They have a small market share in a small yet growing market. Yes, they'll grow and add new products, but the competition isn't standing still either...and that competition is not companies like COMS and CS that one can simply walk over. Yes, JNPR is a good company with lots of potential. But $10B... c'mon. OG