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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (13624)	3/11/1998 9:56:00 PM
From: Pullin-GS	Read Replies (3) \| Respond to of 22053

Juniper ...Remember that name (mentioned it about 3 months ago to scrapps). You'll be hearing it more often as time goes by. If they where only a public company...... The following is what I see happening, and I expect a press release sometime this year supporting the hypothosis....I see no other possible explanation. Juniper recently partnered with IBM. IBM is to manufacture the ASICs used in the WAN switch/router product they are currently developing. Recall the press IBM recieved on their "super fast" patented chip manufacturing technology that dumped the old methodes of using aluminum etchings in favor of better heat/current conducting substrate materials such as copper and gold? Well Juniper needs speed and IBM is putting money on the table with their chip technology (which is worthless BTW if it is not utilized to the max through superior firmware designs). This is where Juniper comes in. They have the expertise/desire to make a new WAN packet switch (actually a layer 3 router) specificaly targeted at tackling not just data switching, but voice, video, cable, etc. that kicks ass when IBM lets them cut their ideas in IBM silicon. IBM may end up with a piece of a company that deals with the likes of AT&T, lucent, GTE, etc. directly as middlemen to the providers/global-enterprises. PS: I don't expect they have a price for takeover. Juniper is "on a mission" right now to make something great. Lining there pockets with cash is not on the top of their list. Most (if not all) of the founders/partners have established themselves as technology experts from early startups named Sun, Cisco, 3Com, and others....thus their pockets are already quite full. <G> Regards, Paul