To: Uncle Frank who wrote (29662 ) 8/8/2000 5:08:06 PM From: EJhonsa Respond to I'm not surprised at all. The whole carrier/ISP-related telecom equipment sector's seeing phenomenal growth. Juniper, Alteon, JDS Uniphase, SDL, PMC-Sierra, Nortel, Applied Micro, EMC, Sun, and Transwitch also saw increasing sequential revenue growth, all thanks to the continued buildout in that magnificent Al Gore creation that we know and love. I can't wait for NTAP's upcoming report (over 40% of their sales are already internet-related)so hard to do when the future looks as bright as it does), I'd be interested in finding out what the exact revenues were for Cisco's backbone router business this quarter, just to see how this number stacks up against Juniper's. The latter won another major contract last week, this time with Metromedia, and I'm beginning to wonder if it'll be able to increase its market share to above 25% by the end of the year. Granted, Cisco should see huge growth out of this sector even if Juniper's market share increases to 40%, more than enough growth to make most of you happy, but the exact numbers could still have a significant effect on the company's bottom line.
