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To: el paradisio who wrote (45424)	4/9/2000 5:25:00 AM
From: yu	Respond to of 99985

Message #45424 from el paradisio at Apr 8 2000 2:00PM >> Juniper will take at least 10% of CSCO revenue. That is a very big assumption. First of all, I could be wrong but Juniper has only one product while Cisco has many many more that covers almost all areas. The sales is about 150:1. Profit is not comparable since Juniper is still losing money. Juniper might be a respcetable competitor in the backbone big router market but it is still non existent in all other areas. IMHO CSCO valuation is way too high but JNPR valuation is plain ridiculous.

To: el paradisio who wrote (45424)	4/10/2000 9:52:00 AM
From: pater tenebrarum	Read Replies (1) \| Respond to of 99985

ep, regarding CSCO, i think that while it's a great company and all, the stock price reflects already more than perfection...the same is true for JNPR. CSCO is trading at almost 40 times revenues and a p/e over 200...with a stock like that you run the risk of your investment being cut in half on the slightest disappointment. yes, the future is likely bright...but, that is priced in. that said, i thought it was priced in at much lower levels already. there's no telling how far the mania will take those extremes... regards, hb