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

To: Frank A. Coluccio who wrote (3140)	3/21/2002 2:01:29 PM
From: Ibexx	Read Replies (1) \| Respond to of 3350

Just received a second response from Juniper's PR department regarding G10's (in US) revenue stream: _________ xxx, The G10 is available this quarter (Q1), but we will not recognize revenues for it until Q2. If you have any other questions, please let me know.//ss -----Original Message----- From: Kathy Durr Sent: Wednesday, March 20, 2002 2:01 PM To: xxx; Shirley Stacy Subject: RE: Juniper's G10 Cable Modem Termination System receiving Euro DOCSIS 1.0 qualification ________________________ Ibexx PS: I am impressed by how closely they followed up on shareholders' inquiries. They returned my e-mail literally within seconds. This speaks very positively for company's culture, if nothing else.

To: Frank A. Coluccio who wrote (3140)	3/22/2002 12:21:40 PM
From: Ibexx	Read Replies (1) \| Respond to of 3350

Frank, The following comments are taken from one of the discussion forums at Lightreading.com. Wondering if you would care to comment some of the specifics? "Cisco is no doubt the top vendor for enterprise networking. However, the company has understood little of telecom. They purchased the following; Cerent - Good OC-48 success but where's their 10G upgrade? Qeyton - No market share Monterrey - Cancelled project Pipelinks - Little success Pirelli - No LH market share So one out of 5 doesn't seem a deep understanding of transport. Their culture of selling to enterprise has not helped them with selling into RBOC telecom and has probably hindered them since you need infinite patience and a willingness to suffer margin problems in the beginning to reap benefits later. Neither of these seems to be Cisco strengths. I'm not bashing them as they've done better at expanding into transport compared to say Lucent or Nortel expanding into enterprise networking. But a deep understanding of telecom - I don't think so." Thanks in advance, Ibexx