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Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?

To: Bridge Player who wrote (1518)	9/3/2000 8:42:04 PM
From: Boplicity	Read Replies (1) \| Respond to of 3350

Watch what NT does, they hold the clue to JNPR right now. By the way your argument is the most valid, but it's too soon to say the stock will start to move sideways. JMHO. What needs to change is the story behind the move. This current push has been fueled by NT using JNPR products to fill a hole in it's product lines. As you stated, if NT is able to at last produce a router that has promise, even if they can't ship in volume, the prospects of such a router might be enough to slow JNPR. I see JNPR's alignment with NT to be along the same lines as a pack with the devil. Greg

To: Bridge Player who wrote (1518)	9/4/2000 9:39:44 PM
From: Jon Khymn	Respond to of 3350

1. Juniper has had the high-end market pretty much to itself this year. To their credit, they perceived the bandwidth need sooner than Cisco and deserved their success. But the next 6-12 months may be a different story Agreed. If JNPR was in LOW end market, then CSCO may not have much interest to go after them, but HIGH-end? No way CSCO will let JNPR run away. 6-12 months? I don't think it will take that long. True, CSCO's been dominating the market so got little lazy and took a nap. While the hare was sleeping, the tortoise passed by... but just for a moment. Now the hare got the wake up call! (Remember the comment about 1% of the market? LOL) Hmmm, maybe it's not a good example since I'm short JNPR.<g> Don't underestimate CSCO!