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chrisfox
User Ranking
Friday October 30, 2009 2:31:35 AM
no ratings

i cant imagine Stoke in play for this, which is pretty much a zombie after all that many years.  almost all team has been replaced (couple of times) and technology is old now.  their ipsec box seems to have some play, but that alone hardly counts... 

janardhana
User Ranking
Wednesday October 28, 2009 5:48:05 PM
no ratings

I agree. There is no real "End-to-end solution" in this business and  there is no "one -stop-shopping" either.

Photon_Got_Mad
User Ranking
Wednesday October 28, 2009 1:48:37 PM
no ratings

For one, never quite understand the rationale behind Hitachi's move on part of NT's LTE packet core asset. Do they make LTE access equipment or do they make packet switching products?

Besides, I don't believe the property Hitachi got from NT's LTE business is the total package (some patents/Intellectual properties here and there). That alone cannot be labled as a LTE packet core solution. Agree??? How much you can buy anyway for only $10M?

miar70
User Ranking
Wednesday October 28, 2009 1:34:14 PM
no ratings

Yes a decent offering for sure, but if I were Juniper (which I am not) I would be leaning towards NSN and doing something through the JV they just established. It would make more sense from a solution perspective as they would have a decent carrier ethernet backhaul story integrated into LTE packet core and all under a unified management system. They could get that done with just a few marketing guys and some interop testing. A real coup would be if they could sign NSN up so that they provide the core nodes on Juniper platforms moving forward. Could be good for both partners...

roseball
User Ranking
Wednesday October 28, 2009 11:48:31 AM
no ratings

Juniper needs a LTE packet core partner and they need it now. They cant afford to invest in development activities which would easily take 12-18 months to develop a working solution/product. One of the options is to partner with Hitachi for LTE Core. Hitachi just bought Nortel LTE Core which was reportedly ranked the best core during Verizon trials last year but couldnot win a contract due to Nortel's Ch11 filing.

miar70
User Ranking
Wednesday October 28, 2009 8:17:47 AM
no ratings

$250M - $300M is a ridiculous estimate for R&D in a company that already has the chassis, switching and routing technology and application blade environment already in place. The cost to write the LTE applications can be done for much less than $100M by just hiring a few key guys who have done it before. Where to get that talent? Well Cisco might be losing a few and maybe Starent and Nortel. TTM would be the big issue with a minimum 9-18 months from when the teams get started...

nelson3748
User Ranking
Tuesday October 27, 2009 10:46:00 PM
no ratings
no expert so feel frre to add, isn't HSTX getting their packet-core clock cleaned by STAR?
Craig Matsumoto
User Ranking
Tuesday October 27, 2009 6:54:14 PM
no ratings

Because I really dislike marketing phrases like "end-to-end solution," and I hate it when any product gets called a "solution" in general.

MSOLvr
User Ranking
Tuesday October 27, 2009 6:48:00 PM
no ratings

Why the (groan)? Please enlighten me.



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