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

To: telecomguy who wrote (32429)2/23/2000 11:19:00 AM
From: Bill  Read Replies (1) | Respond to of 77398
 
It was clear at the time that these companies felt threatened by CSCO's dominance at the core of the internet. JNPR offered them the best chance to challenge CSCO in core routing.

It appears that NT invested in 3 strategies simultaneously, hoping that at least one would bear fruit. In addition to investing in JNPR, they invested in Avici (another core router startup) and they undertook their own internal development. The day JNPR went public, NT sold its entire stake (making several $ million) and dissolved their partnership with Avici. The implication was that the internal development had gone well.



To: telecomguy who wrote (32429)2/23/2000 11:40:00 AM
From: Kenneth E. Phillipps  Read Replies (1) | Respond to of 77398
 
Telecomguy and Bill - It seems to me that NT sold part of their stake in Juniper at the IPO and the rest after the IPO. They did very well on their investment. IMO, they will do even better on their investment in Avici. They have a lot of confidence in their Versalar routers. Therefore, they saw no need to hold on to these two startups.

Just my opinion.


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