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

To: Tim Luke who wrote (1879)	11/9/2000 8:54:55 PM
From: Jack Hartmann	Respond to of 3350

I agree. When the Nasdaq decide to run, this will lead the way. Jack

To: Tim Luke who wrote (1879)	11/10/2000 11:47:26 AM
From: The Phoenix	Read Replies (1) \| Respond to of 3350

Dear Fake Tim Luke... jnpr eating csco's breakfast lunch and dinner really... care to elaborate on how a 2% point loss in one quarter in a market that represents 6% of CSCO's total business is considered "eating CSCO's lunch"? Got more to share? I like JNPR but your characterization is flat out wrong. Furthermore JNPR is now trading at 5 times the entire router market - including edge, SOHO, enterprise routers... where JNPR has no products. So, please please tell me how JNPR will first gain 100% market share in the entire sector and then how to justify valuation growth when the entire router market is showing growth in the 20%-30% range. Futhermore tell me what JNPR's strategy is to compete in optics - they havent' a story and in fact Kriens has suggested that they don't need one.... interesting when many believe that core routers will be replaced by optical (OEO or OOO) wavelength routers. Is JNPR making a mistake? Are the rules changing and is JNPR, so focused on the router market, missing the trees through the forest??? OG OG