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Technology Stocks : SONS -- Ignore unavailable to you. Want to Upgrade?

To: Oak Tree who wrote (79)	5/17/2001 10:46:56 AM
From: danofthebes	Read Replies (1) \| Respond to of 1575

If I could answer that with any certainty... I wouldn't be posting on message boards, I'd be on the beach in the South Pacific. seriuosly though, I think that JNPR has been able to gain market share from under CSCO's nose because the focused on a very specific part of CSCO's portfolio. They now have CSCO's attention and we'll just have to see if they can still gain while counterpunching. As far as joint marketing and non-exclusive joint initiatives go, I been involved in enough of these personally to read between the lines. Look for things that translate in real $$ like exclusivity, committed joint funding, equity interest in a 3rd party, etc. These are the ones that have some meat. The rest are as you put it skin deep and done more for PR and business development reasons. I personally believe the JNPR/SONS announcement had more to do with Kleiner Perkins who is an equity investor BBDO, its replacement Zephion, and JNPR than CSCO and GX. BBDO, who was one of SONS' customers just went belly up and within a day or two we see a JNPR/Zephion/SONS PR about a partnership. Seems like more direct linkage than GX, but you never know.