Zeev's Turnips Patch-No Politics (ZEEV)

[Alexander]

Marketmaven

Csco has had 8 years now to get rid of jnpr....instead jnpr is enjoyng stable and higher gross marhins than CSCO and has penetrated every major Telco customer. I would even say that jnpr is in amluch stronger position than CSCO in the telco market. Every major telco has jnpr at its core....e.g. VZ, DT, BLS, BT, FT, China Telecom, Singtel....

Now, jnpr is starting to attack CSCO's enterprise base...that will be more difficult as CSCO has rreal gorilla power in the enterprise....so this is going to be interesting...

alexander