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

To: Spytrdr who wrote (1995)	12/11/2000 10:53:46 AM
From: The Phoenix	Respond to of 3350

..deleted..

To: Spytrdr who wrote (1995)	12/11/2000 10:53:48 AM
From: The Phoenix	Read Replies (1) \| Respond to of 3350

funny that no one has responded to these concerns. Another thing to consider.... then entire router market - that's the ENTIRE router market - most of which JNPR doesn't target, is estimated at approximately $15B next year. JNPR's cap is $52B... and they have 30% share (if you include the service revenues as Del Oro reports) of the high end/edge router market (which if memory serves is less than $3B total market!). So, think about those multiples for a while... JNPR is trading at nearly 20 times revenues for the entire sector they target... assuming they had 100% market share. OG

To: Spytrdr who wrote (1995)	1/16/2001 4:36:35 AM
From: Spytrdr	Read Replies (2) \| Respond to of 3350

<<Juniper has gained ground on Cisco, though it remains a niche player. For the third quarter, Juniper's share of the Internet core router market rose to 30% from 22.4% the previous quarter, while Cisco's share fell to 69% from 75.4%. Juniper has a leg up on Cisco because it sells the fastest core router that can process information on the fastest optical networks, known as OC-192. Cisco plans to introduce a competing product soon. "They beat Cisco to the punch of having an OC-192 product on the market faster," said Mr. Pyykkonen. Cisco's eventual introduction of a similar product "might mitigate some of Juniper's market share gains going forward," he added.>> interactive.wsj.com