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

To: Sector Investor who wrote (1804)	10/20/2000 2:13:29 AM
From: Frederick	Read Replies (1) \| Respond to of 3350

Charlotte's Web is not a shipping product yet. Avici has been in customer trials since last spring. That we know for sure. And as I said, there are other core routers with real, scalable architectures; IronBridge has already announced a customer trial, and Pluris is in alpha. Charlotte's Web may indeed be another. But Avici has at least a six month lead. The CW Aranea is a 16-slot chassis. Put OC-192c in each slot, and you have 160 Gbps of aggregate bandwidth, which is twice what Juniper can do. To interconnect multiple chassis, you have to replace some I/O slots with special dedicated cell-cards. They are going to loose some I/O to scale, so I am not sure just how well it will scale in practice. Clustering is not a scalable architecture. It also doesn't do true ATM switching, just termination. There is a difference. How good is their code? Won't know until it gets into carrier labs. Could be a good product, time will tell. TDM aspect is unique, could set them apart. My question still stands, Isn't anyone concerned that all these other companies are coming out with scalable routers, while Juniper's current platforms don't scale? Are they losing leadership at the top while they move down market? Talk to you tomorrow, I'm going to bed.