Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Pigboy who wrote (28638)	10/7/1999 5:53:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Hi Pigboy, actually Juniper's M40 is a terabit router. They already have sold quite a few of them. If I could have jumped into the IPO, I would have. But you have to be sufficiently rich to get into IPO's like that. Ah well, so much for a FREE market.

To: Pigboy who wrote (28638)	10/8/1999 10:51:00 AM
From: Mr.Fun	Read Replies (3) \| Respond to of 77400

A comment on JNPR: There are many companies who are touting next generation router designs capable of Terabit speeds. There are only three companies who have robust, proven implementations of Border Gateway Protocol (BGP) software - a non-negotiable requirement for any router to be deployed into a public internet. These companies are: Cisco (which invented it), Nortel (which copied it after years of development) and Juniper (which hired the engineers who invented it away from Cisco). Because all new routers must be completely compatible with the existing Cisco routers (85% of all internet routers) and because Cisco BGP is a notoriously complicated and ideosyncratic piece of software, it is an enormous challenge to deliver Internet router software that works. Until a fourth company cracks this software barrier, the high-end router business will be the exclusive playground for Cisco, Nortel and Juniper, despite would-be competitors claims to superfast hardware. Hardware is the easy part.