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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Paul M. who wrote (36516)	3/3/2002 9:15:33 PM
From: t2	Respond to of 99280

You say that China/INTC are interesting. Do you see the same thing with JNPR and the China connection? Paul, I really don't know about the JNPR/China connection. The one thing I would note is that the Chinese will try to avoid using American technology where it is at all possible. They probably see the US as a major threat to their system. My guess is that they would want to avoid Cisco/Jnpr. Of course if there is no choice, then they will have to go with one of these. Just read one of your earlier comments that JNPR is not losing market share to Cisco---is there any news story on it? I see Intel as different because it is a brand name, just like Levis or Coke. The consumer sees it the name when buying. However, the same consumer does not really care about the routers. IT managers will but hardware like this is interchangeable as long as it works..and there is no loyalty. When buying a PC, there is really no choice but to go with Intel or AMD....brand name buyers will want to buy Intel even if AMD has a processor that is equal in performance and maybe even better in price. That translates into a whole new growth market for this company. There is also India (India/China is 1/2 of the world's population). Both growth markets that see lots of software piracy....but no way will they be able to get an illegal Pentium 4---because there is no such thing.<g> Sorry, I don't know about the China/JNPR connection. Is it somehow linked to Ericson's business over there? jmho