Kriens: The only other company that is in the Internet operating today is
 Cisco (CSCO: news, msgs). Cisco has a product called the 12008, which
 is the closest alternative product in the category.

 There is a concept called the Internet classroom. The Internet classroom
  relates to the fact that only when one operates within the Internet, does
  one learn the lessons required to bring products of this type to market.
 The dilemma for companies besides Juniper and Cisco not in the network
 today is that it is very difficult to acquire the prerequisites necessary to
 participate, and it's very difficult to participate without the prerequisites.

 This Internet classroom, which is the only place one can learn the lessons
 needed to respond to the challenges of the Internet, is today a classroom
 with only two students. And [they are] Juniper and Cisco. The products
  that each of the companies will bring to the market will continue to reflect
 the learning of being present. The challenge for the third, fourth or other
 companies that have yet to qualify for the class is what motivation for the
 market and the customers have to what today are two very viable
 solutions. 

 We believe that we will continue to see competition certainly from Cisco,
 but competitors elsewhere will have a struggle getting into the classroom
 and motivating the customers to take the energy to bridge the
 chicken-and-egg problem of lacking the prerequisites.