SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?


To: The Phoenix who wrote (1999)12/12/2000 11:55:02 AM
From: Tera Bit  Respond to of 3350
 
Dataquest places high end router market at $8-10 billion in 2003. (Juniper pegs it at $15-16 billion) I expect them to take at least 50% of Dataquest's numbers. I also expect them to make inroads at the low end enterprise market space and acquire a few high growth niches.

Bottom line, I think they will do $1 billion (minimum) in 2001. $2.5 billion in 2002 and $4 billion in 2003. They will also still be growing at a very healthy clip in 2003. As long as they take employees and share from the gorilla they will be rewarded a nice premium IMO.