Light Reading
A rumor that Juniper tried to sell off some enterprise assets isn't all that surprising

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
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.
Educational Resources
sponsor supplied content
Educational Resources Archive
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?
Flash Poll
LRTV Huawei Video Resource Center
The Inaugural Optical Innovation Forum in Nice

9|2|14   |     |   (0) comments


More than 170 attendees from network operators, service providers, analyst firms, and component companies from around the world convened in Nice in June for the inaugural Optical Innovation Forum, co-produced by Huawei and Light Reading.
Wagner’s Ring
Data Centers Drive Telcos Into the Future

8|28|14   |   2:20   |   (2) comments


Data centers are at the heart of key trends driving telecom -- network virtualization, the drive for increased agility, and the need to compete with OTT providers.
LRTV Custom TV
Why SPs Should Consider Cisco's EPN

8|27|14   |   5:40   |   (0) comments


Sultan Dawood from Cisco discusses Cisco's EPN, which enables SPs to build agile and programmable networks delivering new network virtualized services using Cisco's Evolved Services Platform (ESP).
LRTV Huawei Video Resource Center
Huawei’s Showcase @ Big Telecom Event 2014

8|26|14   |   2.56   |   (0) comments


SoftCOM is Huawei's framework for telecom business and network transformation. Haofei Liu, Solution Marketing Manager, Carrier Business Group, Huawei, showcases Huawei's SoftCOM architecture in this video.
LRTV Huawei Video Resource Center
Huawei @ BTE 2014: Director of Integrated Solutions on SoftCOM & NFV Monetization

8|26|14   |   4.43   |   (0) comments


Libin Dai, Director of Integrated Solutions, Carrier Business Group, discusses Huawei's SoftCOM and NFV monetization. Huawei believes that NFV monetization should be service-driven rather than network-driven, and that operators should have network transformation, service transformation and a compatible and collaborative ecosystem in place in order to deploy NFV.
LRTV Huawei Video Resource Center
Huawei @ BTE 2014: Director of US NFV Lab on CloudEdge & the Future of NFV

8|26|14   |   4.06   |   (0) comments


Sean Chen, Director of US NFV Lab at Huawei, discusses Huawei's new approach to NFV in open collaboration. Huawei believes that through Proof of Concept tests, it could help operators learn and communicate with the industry more effectively. Sean believes that successful implementation of NFV should have its values reaching to end users and discusses how Huawei's ...
LRTV Huawei Video Resource Center
Huawei's Highlights @ Big Telecom Event 2014

8|26|14   |   3.34   |   (0) comments


At the Big Telecom Event in Chicago Huawei showcases its high-level strategy, the SoftCOM architecture, which helps operators reduce the cost of ownership of their network infrastructure and generate additional revenue in the ICT service environment. Huawei showcases over 30 pilot programs from across the globe, focusing on the industry-leading commercial ...
LRTV Custom TV
VeEX – Live from the Show

8|21|14   |   5:58   |   (0) comments


An overview of VeEX Test and Measurement solutions including TX300S multi-service test set with VeExpress cloud-based management system, UX400 universal modular platform supporting 100G testing, and the redesigned RXT modular platform.
LRTV Custom TV
Transitioning CE 2.0 Networks Into the SDN & NFV Era With Telco Systems

8|19|14   |   5:19   |   (0) comments


Telco Systems' Ariel Efrati (CEO) and Moshe Shimon (VP of Product Management) discuss virtualization and how the company's new Open Metro Edge solution utilizes the SDN and NFV concepts to accelerate and orchestrate service delivery through its innovative product portfolio and software applications.
LRTV Custom TV
NFV Myths: Is NFV Still Several Years Away?

8|11|14   |   1:13   |   (0) comments


Some say that NFV (network functions virtualization) is still several years away from being implemented on mobile operator networks. This isn't the case. Operators can get started on their paths to NFV now, as this short video from Skyfire shows.
LRTV Custom TV
A New Security Paradigm in SDN/NFV

7|28|14   |   02:54   |   (0) comments


Paul Shaneck, Global Director Network Solutions for Symantec, discusses the evolving virtualized network, explaining how Symantec is leading the security discussion as it relates to SDN and NFV, and helping to ensure the network is protected and compliant.
LRTV Documentaries
Sprint's Network Evolution

7|24|14   |   14:59   |   (0) comments


Sprint's Jay Bluhm gives a keynote speech at the Big Telecom Event (BTE) about Sprint's network and services evolution strategy, including Spark.
Upcoming Live Events!!
September 16, 2014, Santa Clara, CA
September 16, 2014, Santa Clara, CA
September 23, 2014, Denver, CO
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 2, 2014, New York City
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
A survey conducted by Vasona Networks suggests that 72% of mobile users expect good performance all the time, and they'll blame the network operator when it's not up to par.
Today's Cartoon
Hot Topics
Nokia's Maps Land on Samsung Devices
Sarah Reedy, Senior Editor, 8/29/2014
Now Google Planning Drones-to-Go
Dan Jones, Mobile Editor, 8/29/2014
Music to My Mobile
Sarah Reedy, Senior Editor, 8/28/2014
Be Open to the Freedom of Openness
Kelly Herrell, 8/29/2014
Netflix to FCC: Kill Comcast-TWC Deal
Alan Breznick, Cable/Video Practice Leader, 8/28/2014
Like Us on Facebook
Twitter Feed