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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?

To: Stash who wrote (3222)	9/16/1998 9:53:00 PM
From: gbh	Respond to of 12623

----OT---- Stash, yes, I am very familiar with Juniper. Of course Juniper has a chance, to be a niche player, that is. Do they have chance to be the next CSCO, or LU, or NT? That's not too likely. These companies are filling out complete soup-to-nuts voice and data networking product lines. Each is, or will soon be, $10B+ companies. Juniper probably hasn't generated $1M in revenue yet. Their terabit routing technology seems to be ahead of other start-ups, and CSCO too. But it has little application except deep in the Internet backbone. This will still be a big market, but I would never bet against CSCO, which has 90% of the router market. They literally own the market, top to bottom, and they don't give ground easily. gary