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Technology Stocks : Avici (AVCI) The Next Cisco -- Ignore unavailable to you. Want to Upgrade?


To: mact who wrote (51)7/28/2000 4:57:27 PM
From: Geof Hollingsworth  Read Replies (2) | Respond to of 240
 
foundry does not make routers

They don't? What do you call the NetIron 400 and 800 (and the soon-to-be-shipping 1500?) Looks like head-on-head competition to Juniper to me.



To: mact who wrote (51)7/28/2000 6:22:08 PM
From: ZhuGe KongMing  Respond to of 240
 
Currently, I don't think there is any one in the world can make a real terabit router. CSCO's GSR12016 delivers 75 Gbps
Juniper's new M160 delivers 80 Gbps, and the Avici's TSR router claims to deliver 100 Gbps and still under testing. But the TSR is full rack, while JNPR's M160 which has been shipping for 3 months is half rack. In other words, for the same physical size, M160 can handle 160 Gbps which leaves Avici's TSR in dust.



To: mact who wrote (51)7/30/2000 8:19:11 PM
From: Techplayer  Read Replies (1) | Respond to of 240
 
mact. AVCI is not going to beat JNPR for market share. Ever. The box is monstrous and does not have nearly the full featureset necessary to be successful in broad distribution. It is not all about speed. Btw, Avici is not 100 times faster than JNPR. I would play this as a 25 day IPO run and bail. Long term, 95 might end up looking expensive. If the underwriters can do what Lehman and Goldman did for SONS, it will prove profitable, but not for long. tp