& cplSiteName &

Juniper Isn't So Secure in the Enterprise

Craig Matsumoto
Valley Wonk
Craig Matsumoto
2/27/2013
50%
50%

BARCELONA -- Mobile World Congress -- Amid the big mobile tradeshow comes a bit of news apparently out of the RSA Conference back home: Reuters reports that Juniper Networks Inc. tried to sell its enterprise division late last year. Apparently, the company queried potential buyers about picking up the NetScreen security business, among other options, but got no exciting offers. The theory, which Juniper CEO Kevin Johnson sort of denied ("if you look at the acquisitions we have done, we're a buyer not a seller," he told a Reuters reporter in person), actually makes sense. Juniper's strategy has been heavy on the service provider side, with a string of new products that it's still nurturing to maturity. I know we keep listing them all, but hey, why not list them again: the QFabric data center fabric, the T4000 core router, the MobileNext evolved packet core for Long Term Evolution (LTE), the PTX Converged Supercore and the ACX access router. They were supposed to combine for a shiny, ascendent Juniper starting right about now, but it hasn't worked out. Juniper was surprisingly upbeat about 2013 during its earnings call in January, partly because those new products ought to start bearing fruit. But things haven't gone according to plan, and what was supposed to be an exciting year is starting with a lot of question marks. Enterprise is still an important market to Juniper, but it's going to have to get NetScreen's enterprise mojo back. Cisco and F5 are on crusades to lead the security market. If Juniper wants to stay in, it's going to have to devote resources to security -- and to all those other markets it's covering. Meanwhile, you've got the anecdote of Juniper scoffing at Nir Zuk's next-generation firewall idea. He used it to found startup Palo Alto Networks, which raised a big fat Silicon Valley IPO in July, as the Reuters story points out. Palo Alto represents a major missed opportunity for Juniper. It's not as though Juniper started selling digital cameras or anything, but it does feel like the company has overreached and needs to pick its battles. For more

— Craig Matsumoto, Managing Editor, Light Reading

(5)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Craig Matsumoto
50%
50%
Craig Matsumoto,
User Rank: Light Sabre
2/28/2013 | 7:18:08 AM
re: Juniper Isn't So Secure in the Enterprise
-áThat'd be gutsy, but sometimes, that's what a company needs. There's a lot of corporate pride packed into QFabric.

I'd agree with you about MobileNext being pushed to the margins -- and now that you mention it, I haven't heard about Ankeena for a while.

QFabric is here to stay, I think -- but you might be right about it, Bob.
Bob Saccamano
50%
50%
Bob Saccamano,
User Rank: Light Beer
2/28/2013 | 1:24:17 AM
re: Juniper Isn't So Secure in the Enterprise
QFabric.-á It-áwas over-hyped, delivered late and missed the market.-á It has turned out to be nothing more than a middle of the pack 10gE switch.-á If I had to guess, I'd say QFabric, MobileNext and that CDN acquisition have alreay been de-emphasized if not unofficially dropped.-á Juniper is teaching the lesson once again that a company cannot let marketing get too far out in front of product execution.
Craig Matsumoto
50%
50%
Craig Matsumoto,
User Rank: Light Sabre
2/27/2013 | 4:12:55 PM
re: Juniper Isn't So Secure in the Enterprise
-áTrue, not every brilliant idea works, and every big company in tech has its share of employee startups that eventually cratered. Good to keep that in mind.

Palo Alto is just a painful case because of its success in an area where Juniper is seen to be hurting.-á 20/20 hindsight and all that.
myhui
50%
50%
myhui,
User Rank: Moderator
2/27/2013 | 3:51:07 PM
re: Juniper Isn't So Secure in the Enterprise
A few former Juniper employees have had what they thought were brilliant ideas at the time, and left to form their own companies to pursue that dream. The record on those companies, in hindsight, is spotty. Palo Alto Networks is, so far, proving to be the exception.
Craig Matsumoto
50%
50%
Craig Matsumoto,
User Rank: Light Sabre
2/27/2013 | 10:20:24 AM
re: Juniper Isn't So Secure in the Enterprise
If you had to pick one project for Juniper to drop -- one piece to jettison -- what would it be?

MobileNext has been a tempting answer for a while, but abandoning the EPC might not resonate well with customers (even if they don't intend on using Juniper's EPC). I actually wouldn't want to see Juniper walk away from the enterprise but it might end up being the most palatable option.
More Blogs from Valley Wonk
Comcast joins Google in asking for a flexible-rate optical standard, rather than 400G or terabit, but that's easier said than done
Cisco, Juniper and other more traditional Interop speakers might get overshadowed by the forces of virtualization
The Open Networking Summit has climbed the hype curve, but the conference should cling to its roots as a techie discussion forum for software-defined networking
The coalition's chairman says all these companies plan to further the SDN cause and don't have a 'nefarious' angle
Big vendors are reportedly banding together to unify SDN's approach but is it more about steering the conversation?
Light Reading’s Upskill U is a FREE, interactive, online educational resource that delivers must-have education on themes that relate to the overall business transformation taking place in the communications industry.
NEXT COURSE
Wednesday, September 14, 1:00PM EDT
What Is Agile?
Kent J. McDonald, Product Owner, Agile Alliance
UPCOMING COURSE SCHEDULE
Friday, September 16, 1:00PM EDT
How to Implement Agile
Alan Bateman, Director, Agile Transformation
Wednesday, September 21, 1:00PM EDT
What Is DevOps?
Colin Kincaid, CTO, Service Provider, Cisco
Friday, September 23, 1:00PM EDT
How to Implement DevOps
,
in association with:
From The Founder
Light Reading today starts a new voyage as part of a larger Enterprise.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
Between the CEOs
CEO Chat: UXP Systems' Gemini Waghmare

8|26|16   |     |   (0) comments


Light Reading CEO Steve Saunders and UXP Systems CEO Gemini Waghmare discuss the strategic importance of digital identity for operators in the midst of transformation.
LRTV Custom TV
F5 Virtual Network Function Integrations With Partner Orchestration Platform

8|24|16   |   6:38   |   (0) comments


F5's Kishore Patnam, product manager for F5's service provider solutions, discusses why service providers are moving towards virtualization and how his clients are utilizing F5's solutions.
Between the CEOs
CEO Chat: Intel's Alexis Black Bjorlin

8|17|16   |   06:23   |   (0) comments


Join us for an in-depth interview between Steve Saunders of Light Reading and Alexis Black Bjorlin of Intel as they discuss the release of the company's Silicon Photonics platform, its performance, long-term prospects, customer expectations and much more.
Telecom Innovators Video Showcase
Accelerating Telecom Digital Transformation With Nominum DNS

8|1|16   |   12:04   |   (0) comments


Light Reading's Steve Saunders gets an update from Nominum CEO Gary Messiana on how his company is helping carriers on the digital transformation journey.
LRTV Custom TV
Reinventing Operations for a Virtual, Software-Defined World

7|28|16   |   5:23   |   (0) comments


Heavy Reading Senior Analyst Jim Hodges speaks with Accenture's Larry Socher and Matt Anderson about what service providers must do to transform their business to get the benefits of SDN and NFV including: leveraging DevOps, introducing real-time OSS and implementing analytics.
Women in Comms Introduction Videos
Fujitsu Sales Leader Shares Lessons Learned

7|27|16   |   5:12   |   (1) comment


As Fujitsu's only female sales leader, Annie Bogue knows the importance of asking for what you want, being flexible (she's been relocated five times), keeping a meticulous calendar, 'leaning in,' working harder than everyone else around you, being aware and more.
Telecom Innovators Video Showcase
VeEX Test & Measurement Solutions

7|25|16   |   08:57   |   (0) comments


Cyrille Morelle, president and CEO of VeEX Inc., talks test and measurement with Light Reading's Steve Saunders at BCE 2016. This includes innovative products such as VeSion Cloud-Based platform for network monitoring; MTTplus Modular Test platform for Access, Business, Carrier Ethernet, Transport and Core services; and OPX-BOX+ for Fiber Optics.
LRTV Custom TV
VeEX: Live From BCE 2016

7|25|16   |   03:20   |   (0) comments


VeEX's Senior Director of Business Development, Perry Romano, explains how VeEX provides tools to help install, maintain, monitor and manage network infrastructure efficiently and effectively. The portfolio of products on display include the RXT-6000, MTTplus and TX300s.
LRTV Custom TV
Real-Time Telemetry & Analytics for Intelligent SDN Orchestration

7|25|16   |   03:09   |   (0) comments


Packet Design CEO Scott Sherwood discusses how real-time network telemetry and analytics are enabling a new breed of SDN orchestration applications.
From the Founder
The Russo Report: Driving Disruption

7|25|16   |   07:44   |   (2) comments


In the first episode of a four-part series, Light Reading Founder and CEO Steve Saunders and Calix President and CEO Carl Russo drive around town discussing the disruptive mega-changes in the communications industry and where hope lies for service providers to meet the escalating demands of the cloud.
LRTV Custom TV
NetScout: Maximizing Enterprise Cloud for Digital Transformation

7|20|16   |   04:53   |   (0) comments


Light Reading Editor Mitch Wagner talks to NetScout CMO Jim McNiel about maximizing the benefits of enterprise cloud and digital transformation while minimizing potential pitfalls with a proper monitoring and instrumentation strategy.
Women in Comms Introduction Videos
Ciena's VP Offers a Career Crash Course

7|20|16   |   4:14   |   (2) comments


How did Ciena's Vice President of Sales, Angela Finn, carve out her career path? Simple, she tells WiC. She stayed true to her company, customers and principles. She shares her advice for women on how to be authentic and credible, as well as for companies that want to make a real change to their culture and practices.
Upcoming Live Events
September 13-14, 2016, The Curtis Hotel, Denver, CO
November 3, 2016, The Montcalm Marble Arch, London
November 30, 2016, The Westin Times Square, New York City
December 1, 2016, The Westin Times Square, New York, NY
December 6-8, 2016, The Westin Excelsior, Rome
May 16-17, 2017, Austin Convention Center, Austin, TX
All Upcoming Live Events
Infographics
Hot Topics
Cisco Developing 'Monica' Digital Assistant
Mitch Wagner, West Coast Bureau Chief, Light Reading, 8/22/2016
FirstNet: A Billion-Dollar Boondoggle?
Dan Jones, Mobile Editor, 8/26/2016
WiCipedia: Should Men Be Included? & Olympians Face Discrimination
Eryn Leavens, Special Features & Copy Editor, 8/26/2016
Google Fiber Can't Be Called a Failure
Carol Wilson, Editor-at-large, 8/26/2016
Google Fiber Downsizing Not Confirmed
Mari Silbey, Senior Editor, Cable/Video, 8/25/2016
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Light Reading CEO Steve Saunders and UXP Systems CEO Gemini Waghmare discuss the strategic importance of digital identity for operators in the midst of transformation.
Join us for an in-depth interview between Steve Saunders of Light Reading and Alexis Black Bjorlin of Intel as they discuss the release of the company's Silicon Photonics platform, its performance, long-term prospects, customer expectations and much more.
Animals with Phones
Live Digital Audio

Bridging the tech skills gap is a major challenge for service providers and suppliers alike today – and the challenge is two-fold when it comes to increasing the number of women in the comms space. Level 3 Communications has made it a priority to overcome both challenges by implementing several unique programs focused on building the right candidates from within – in addition to filling the funnel by supporting STEM and other education programs. During this radio show, you’ll learn about these programs from Mary Beth McGrath, SVP of Global Talent Management at Level 3, and the best ways to bridge your own skills gap so that you are motivated and equipped for change. Plus you’ll have the chance to ask Mary Beth your questions live on the air.