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

To: Ibexx who wrote (2840)	11/20/2001 8:06:17 PM
From: Sully-	Read Replies (1) \| Respond to of 3350

Juniper can't shake Cisco's shadow By Ben Heskett CNET News.com No matter what deal Juniper Networks (NasdaqNM:JNPR - news) makes, the one constant as it expands its presence in the industry is rival Cisco Systems. Juniper announced earlier this month plans to purchase Pacific Broadband Communications for $200 million in stock, a move that will add cable operators to the company's large base of Internet and telecommunications customers. Juniper makes networking equipment called routers that shuttle Internet, or IP, traffic around networks. But as Juniper attempts to cultivate a wider set of customers to sell more of its primary products--Net routing systems--it risks losing the focus that has helped it attain industry status as a second source for technology once dominated solely by Cisco. Cisco has a large presence among cable operators, forcing Juniper to battle the networking behemoth on multiple fronts. "Cisco is the constant competitive threat to Juniper," said Ron Westfall, analyst with industry watcher Current Analysis. Recent research indicates that a resurgent Cisco is taking back some of the market share it lost to Juniper. Others, such as start-up Unisphere Networks, have also been making inroads in the routing market. Despite these gains, Juniper has not been hit as hard as some others in the networking industry amid a sharp downturn in spending by customers. Juniper continues to develop new products as well. It intends to introduce the fruits of a joint venture with wireless equipment giant Ericsson (news - web sites) by next quarter, according to the company, as part of a strategy to make wireless networks more Internet-ready. It also has plans to match Cisco and start-ups, such as Pluris and Hyperchip, at the high end of the routing market with technology code-named Gibson, according to reports. Juniper executives said the company's strategy remains the same, even as it attempts to expand beyond its initial niche of providing core Net routers for the largest networks in the world into other markets dominated by Cisco. "Our vision continues to be providing (Internet) infrastructure that allows carriers to build converged IP networks," said Carl Showalter, Juniper's vice president of marketing. "There is an opportunity to expand the franchise." Some analysts surmise that Juniper's forays into new markets where Cisco dominates may continue. Lower valuations for start-ups and smaller public companies, such as Sonus Networks, are making deals more palpable than during the recent technology boom. Earlier this year, Juniper was poking around Redback Networks as a possible acquisition but backed off. "Given the company's goal of leveraging its strong core routing franchise into the network's edge, (the Pacific Broadband acquisition) is likely to be followed by several more key acquisitions, partnerships and joint ventures," according to Chet White, a Wells Fargo Van Kasper analyst. Pacific Broadband is Juniper's fourth acquisition as a company and its first deal for technology that includes hardware. Pacific Broadband makes cable modem termination systems. It will showcase its cable equipment at next week's Western Cable Show, an industry event held annually in Anaheim, Calif. Westfall said it remains a "paradox" of the networking industry that a company looking to expand its reach will always run into Cisco because of the breadth of that company's products. dailynews.yahoo.com

To: Ibexx who wrote (2840)	11/28/2001 5:19:11 PM
From: chojiro	Respond to of 3350

<<Investors are buying JNPR for its long-term potential. >> I'm still coughing up a lung on that comment!!!! You're long from WAY over the $60 level. When do you think you will break even? Comeon IBEXX. I told you it is good to be on the same side of the trade as me. Just don't get caught holding the bag! P.S. I will grant you one "one up" you still haver me on QCOM. But I still have a little breathing room, and all I lose it a few ounces of gold. Still wondering why you didn't take me up opn that bet. cold feet? Terrible thing to have in bed.

To: Ibexx who wrote (2840)	11/28/2001 11:41:44 PM
From: Ibexx	Read Replies (1) \| Respond to of 3350

Juniper Networks Delivers Industry's First Production-ready IPv6 Solution Delivers Scalability and Performance without Compromise for Service Providers and Carriers Worldwide to Advance Global Internet Expansion Sunnyvale, CA - November 28, 2001 - Juniper Networks, Inc. (Nasdaq: JNPR), a leading provider of next-generation Internet Protocol (IP) infrastructure systems, today announced availability of the industry's first production-ready implementation of IP version 6 (IPv6) capabilities across all five of its M-series Internet access and core router platforms and interfaces. The IPv6 protocol extends Internet growth by increasing the number of available addresses for Internet-enabled devices, and delivering enhancements to security, quality of service (QoS) and auto-configuration capabilities. Juniper Networks delivery of IPv6 across all platforms leverages the Internet Processor II ASIC, which was built from the ground up to be IPv6 ready, and the latest release 5.1 of the industry-leading JUNOS Internet software. This new development enables service providers and carriers to run IPv6 and IP version 4 (IPv4) simultaneously in large-scale production networks without compromising performance. Customers benefit from hardware-based IPv6 forwarding which delivers the speed, scalability, and robustness that are common across Juniper Networks platforms. This commonality also ensures a smooth migration path for service providers looking to take advantage of the broad range of smart IP services enabled by IPv6 and the opportunities afforded by global IPv6 adoption. GIP RENATER (www.renater.fr) is responsible for the National Telecommunications Network for Technology, Teaching, and Research (RENATER), which connects more than 600 academic sites, including research and development labs, universities, and education centers, across metropolitan, regional, and international networks in Europe (with GEANT), North America and Asia. RENATER is currently running an IPv6 connectivity pilot service, the last step before running a fully operational service. As part of the GEANT IPv6 Test Program, GIP RENATER has been running a Juniper Networks M-series Internet router in its international POP to test IPv6 in a production network. "Now that the standardization of the IPv6 protocol and the transition mechanisms from IPv4 to IPv6 are complete, it is time to help application developers, network managers, and users to integrate IPv6 in their production networks," commented Bernard Tuy, manager of the IPv6 pilot service at GIP RENATER. "Given the rapidly evolving plans regarding deployment of native IPv6 in research networks, we aim to run both IPv4 and IPv6 simultaneously over the same equipment while maintaining performance. We evaluated the Juniper Networks IPv6 implementation in a multi-domain environment. The first interoperability and stability tests carried out on equipment connecting to the 6bone (worldwide experimental network) and the 6TAP (US exchange point) proved Juniper Networks ability to play a major role in IPv6 integration in production networks." Another early customer, the distributed 6TAP at PAIX in Palo Alto, Calif., an IPv6 exchange point where North American, European, and Asian IPv6 networks peer, also put Juniper Networks IPv6 in a tough live network environment. The distributed 6TAP is operated by the Energy Sciences Network (ESnet) in Palo Alto and New York, and jointly with CANARIE in Chicago at the STAR TAP. "As one of the distributed 6TAP peering points for many of the world's IPv6 networks, router interoperability, and performance are critical to our operations. The Juniper Networks IPv6 solution currently in use in the 6TAP production network has proven its ability to interoperate with the IPv6 routers used by our peers. We are looking forward to taking advantage of Juniper Networks high-performance IPv6 forwarding capabilities to support the expected worldwide growth in IPv6 traffic," commented Bob Fink, co-chair of the IETF's Next Generation Transition working group and a 6TAP co-founder. France Télécom Research and Development (France Télécom R&D) manages the very high bandwidth platform (VTHD) for a number of partners including research institutions, universities, and schools of engineering. IPv6 has been progressively deployed on the VTHD network since June 2001, initially using tunnels via another major vendor's equipment. IPv6 is now deployed in dual-stack mode with Juniper Networks. Recently France Télécom R&D successfully completed a series of tests of the IPv6 protocol over the VTHD network using Juniper Networks M20 and M40 Internet routers. Amongst others results, these tests validated IPv6 packet throughput at OC-48c/STM-16 speeds, interoperability with other platforms and the ability of Juniper Networks routers to simultaneously run IPv4 and IPv6 without performance degradation. These tests demonstrate France Télécom R&D's technical leadership and its ability to anticipate users' future needs and requirements. The strategic vision and mission of France Télécom R&D is to anticipate the exciting possibilities of new technology such as IPv6, particularly in the area of 3G mobile, as well as in data and multimedia broadcasting. IPv6 is in global demand because it provides valuable addressing space, security enhancements, and network management to an ever-increasing number of Internet-enabled devices and applications. Industry analysts, including IDC and Ovum, forecast up to 400 million mobile Internet users over the next three years. This large influx of users will consume previously unthinkable amounts of IP addressing space and drive IPv6 deployment. According to analyst firm Gartner Group, mobile Internet usage in Asia Pacific was up 52 percent in 2000 compared to 1999, and it estimates that the number of mobile phones in the world will exceed one billion in 2003. To support this growth in Internet-enabled devices, service providers, carriers, and mobile operators worldwide need a simple IP addressing implementation that is easy to implement, secure, highly scalable, and delivers high performance even under the most taxing network conditions. By capitalizing on the software and ASIC-based packet processing features inherent in the M-series platforms, Juniper Networks exceeds these requirements. In addition, Juniper Networks XML-based JUNOScript API enables customers to rapidly integrate IPv6 capabilities into their operational support systems. Juniper Networks also brings the knowledge and experience of handling the demanding networks of more than 500 service providers and carriers worldwide. By facilitating a smooth migration that meets their scaling and performance needs, Juniper Networks is enabling global Internet expansion with its production-ready IPv6 offering. Ibexx