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To: Mike Buckley who wrote (21697)	3/29/2000 1:18:00 PM
From: JRH	Respond to of 54805

The real issue on a long-term basis is to decide whether or not Juniper's technology is discontinuous or continuous. If it's the former, this is a serious threat Mike, I don't think that Juniper's technology is discontinuous. Basically, they have found a way to make their routers pump more data through than Cisco has (to date). Their routers are, like Cisco's, based on electronics, not optical, which is one of the discontinuous technologies we have been discussing recently on this thread. However, one of the highlights of Juniper's technology is their proprietary software (JUNOS, I think it is called). It is software, like Cisco's IOS, that is used for the configuration of the network. FWIW, Justin

To: Mike Buckley who wrote (21697)	3/30/2000 3:21:00 PM
From: DownSouth	Respond to of 54805

Last year, Juniper's revenue surged to $102.6 million from $3.8 million as its share of the market for the most-powerful Internet routers climbed to 15 percent, according to Dell'Oro Group, a market researcher. Cisco's share shrank to 79 percent from 86 percent. That's the perspective for which I was searching. So CSCO's market share of "the most powerful Internet rounters...shrank to 79% from 86%." But that market is $684M ($102.6M * 1/.15). CSCO is on track, conservatively, for a $16B revenue year. Thus this $684M market is still relatively small, as a percent of CSCO's overall market, (4.5%) and this 7% "shrinkage" in market share is small as a percent of CSCO's overall market (.3% overall "shrinkage"). A wakeup call, to be sure, but hardly a red alert. I'll bet JC is already awake.