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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (47301)	4/19/2000 2:22:00 PM
From: el paradisio	Read Replies (1) \| Respond to of 99985

John,OT Roger.JNPR should grow fast and competition for CSCO is growing as well,like for the MSFT. As far as I know,patent is pending already. UUNET has decided to go with JNPR M160 routers everywhere, to upgrade their backbone to 10 GB, not only in US.It is obvious that other will follow.Hopefully JNPR will catch up with the production because the demand is huge. I have a very simple calculation for JNPR market cap. I think that in the near future JNPR will take 10% of CSCO revenues or even more.If CSCO market cap is 350 Bl, JNPR should be 35 BL. my pleasure, el paradisio