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

To: Tera Bit who wrote (1539)	9/6/2000 10:23:12 AM
From: aladin	Respond to of 3350

Tera Bit, I am not a marketing guy so what I know about marketshare comes from SI :-) Will Cisco ship OC192 this year? - can't comment (I am an employee) What competitors did Juniper kill? - Nortel's Bay products, Lucents Ascend products and a number of smaller players. Remember cisco never had more than an 80% share so Juniper's gains up till this latest quarter have been mostly at other folks expense. Junos is highly compatible with IOS - it has a decent BGP4 implementation and reputable service. By contrast when the GRF came out (Ascends product) its BGP4 was highly problematic and ISP's turned to cisco to have IOS accomodate the GRF because service was slow from Ascend. As to your conjecture about Juniper extending its run at cisco's expense - I would be suprised to see us give up that easily. The OC192 thing is at best a temporary product lead. Having said that I have no personal knowledge of our marketing plans on how the company will fight off competitors like Juniper. The investor in me does see value in an independent company working in one industry micro-segment like Juniper for cisco. This prevents integrated competitors like Nortel and Lucent from presenting an end-to-end solution. For all the marketing hype Nortel throws against 'big dumb routers' - they have been unable to deliver one. The sad thing is that the industry segments they dominate - SONET ADM (add drop mux) and Metro DWDM really are dumb boxes. Despite all the sophisticated optics - they, at a software level, are little more than TDM devices. John