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To: Bill Harmond who wrote (20041)	3/30/2004 3:15:02 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

are you still down on JNPR? I think they are going to become a huge company with the nscn acquisition, and this would be organic growth too not Cisco cannibalizing. Checkpoint software used to make software firewalls and that was a huge area, but this netscreen product is taking that firewall and putting it in the network. All this software security is moving to the network and security is a huge grower. The networking area has us all beat, software firewalls are dead. Fortunately the networker company management is so much better than software I say put every bit of business in networking as is conceivable. The best thing about JNPR is Scott Kriens is a berkeley boy with no formal ivy league education, always the best people are born here. Hes not sexy enough to be doing his own commercials though, I think he got some bad advice from somebody at the ad firm. BTW for Anindo I see NSCN is hiring so that is where the jobs are for JNPR.