Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Herschel Rubin who wrote (2206)	2/14/2001 3:55:58 PM
From: Herschel Rubin	Read Replies (1) \| Respond to of 3350

Sounds like Piper Jaffray may have gotten wind of the DELL'ORO Core Router Market Share report due out on Tuesday: biz.yahoo.com ``Through Extreme's impressive sales force and its superior technology, the company has grown its Layer 3 switching market share of port shipments in the December quarter to more than 30 percent according to the Dell'Oro Group,'' said McEvoy. ``Furthermore, as optical networking technologies migrate from the network core toward the edge and Ethernet technologies migrate from the enterprise toward the core, we believe Extreme Networks is well positioned to capture a significant share of the metro Ethernet market, a multi-billion dollar opportunity.'' __________________________________________________________ When DELL'ORO releases the report showing JNPR taking even more Core Router market share from CSCO, we should see a pop in JNPR again. Market share was 30% in Q3 and may be 35% in Q4, according to some sources. This would be a blow to CSCO. DELL'ORO is the leading WAN product market research group.