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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: djane who wrote (640)	8/26/1998 9:45:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

Djane - Thank you for posting the very interesting article on Juniper Networks. I am pleased to hear this group is challenging Cisco in routers at the core layer of the internet. I think Cisco will respond to this challenge the same way they responded to Gigabit Ethernet. At first, they will tell their customers there is no standard. They will not want an early standard adopted. Then, they will tell their customers that they have a better product which is on the way. In other words, they will spread FUD. I think their tactics will be less successful in the carrier and ISP space than they have been in the enterprise space. All of the above, of course, is just my personal opinion. Ken