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Video services

Juniper Looks Beyond IPTV

BURLINGAME, Calif. — After having been beat to the punch on IPTV,Juniper Networks Inc. (NYSE: JNPR) claims it's poised for providing carrier services that could extend beyond TV into yet unknown territory.

At the company's annual meeting with analysts, executives today emphasized the openness of Juniper's IP architecture, noting that an IP/MPLS base leaves a network open to accommodate any new services that might come around.

Juniper's rhetoric was a response to the IPTV obsession that's swept the networking world and has some concerned for the routing vendor's future. In particular, Alcatel (NYSE: ALA; Paris: CGEP:PA) surged in market share last year pitching a two-tiered IPTV architecture, pairing a router with an Ethernet aggregation box. (See Alcatel Router Revenues Surge.)

CEO Scott Kriens countered questions about this by noting Juniper's routers show up in the two largest IPTV deployments, those of Fastweb SpA (Milan: FWB) and PCCW Ltd. (NYSE: PCW; Hong Kong: 0008).

Other Juniper officials noted that Alcatel's success lies in networks geared for IPTV alone, whereas Juniper thinks it better to build a network readied for multiple services, given the unpredictability of what might be popular. "We fundamentally believe you need to build a multiservice network for the future," said Kim Perdikou, Juniper's new executive vice president of infrastructure products.

The ties between IPTV and Ethernet have spawned repeated rumors of Juniper acquisitions as well as a recent theory that Juniper is building its own carrier Ethernet switch. (See Extreme Thoughts and Juniper's Ethernet Strategy Emerging.) As in the past, Kriens deflected suggestions that Juniper needs Ethernet, saying it doesn't provide the intelligence that goes with the "traffic processing" theme.

"Ethernet is not an architecture. Ethernet is an interface," he said. "It's very important to distinguish between the interface type and the intelligence and the actual architectures that make it work." Kriens added, though, that Ethernet will likely be a primary means of connecting to this intelligence.

No big announcements accompanied Juniper's Analyst Day, although Juniper put out releases saying it has maintained its No. 2 ranking in edge routing, core routing, and high-end enterprise routing. (Alcatel simultaneously pledged its spot at No. 2 in IP edge routing.)

But what would a Juniper day be without a couple of core-router digs at Cisco Systems Inc. (Nasdaq: CSCO)? Juniper sold 100 of its T640 routers in the fourth quarter of 2005, said Judy Beningson, Juniper's vice president of product management. And Juniper has been shipping some capacity upgrades, so that the TX4 -- which links T640s into a multichassis configuration like the Avici Systems Inc. (Nasdaq: AVCI; Frankfurt: BVC7) TSR or Cisco CRS-1 -- can now handle 320 Tbit/s.

"That's a lot bigger than 92 Tbit/s, in case anybody remembers that number," Beningson said. (See Cisco Grabs a Guinness.)

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russ4br 12/5/2012 | 4:05:48 AM
re: Juniper Looks Beyond IPTV TX4 -- which links T640s into a multichassis configuration like the Avici Systems Inc. (Nasdaq: AVCI - message board; Frankfurt: BVC7) TSR or Cisco CRS-1 -- can now handle 320 Tbit/s.

Isn't the TX4 capable of interconnecting 4 T640 chassis? Where does the 320 Tbit/s number comes from?

Juniper's website describes the TX4 as a "2.5 Tbit/s system".
konafella 12/5/2012 | 4:05:47 AM
re: Juniper Looks Beyond IPTV Clearly JNPR has a strategy to bind 1000 T640 chassis together to create this monster 320 Tb/s router. Sounds like just what the world has been waiting for.

kf
Honestly 12/5/2012 | 4:05:46 AM
re: Juniper Looks Beyond IPTV "Accommadating any new services that may come around"

"A network readied for for multiple services".

"Alcatel geared for IPTV alone".

All old rationalizations for a company that has ignored a glaring hole in its portfolio.

Scott, Ethernet is a reality not an interface and you just don't have it. You missed the IPTV party and will miss the storage party.

Don't keep buying little technology bits and hope they convert to revenue. Get Ethernet (and an established channel), and a strategist that KNOWS ENTERPRISE.

Many think you have two quarters to show us what you can do. You know what folks, the numbers will
tell the truth
tmc1 12/5/2012 | 4:05:46 AM
re: Juniper Looks Beyond IPTV Juniper has hired Dr. Evil as their new VP of marketing and he has vowed to connect ONE MILLION T-640 chassis together!

;)
Pete Baldwin 12/5/2012 | 4:05:46 AM
re: Juniper Looks Beyond IPTV Don't have all the details yet, but apparently Juniper upped capacity on the T640s and possibly on the TXs as well (in terms of # of chassis they can connect?) Working on getting details.
OldPOTS 12/5/2012 | 4:05:45 AM
re: Juniper Looks Beyond IPTV My experience with working with placing both Alcatel & JNPR in a large network, is that the ALA router and Ethernet Switch has large capacity for edge, access and aggregations, but lacks the capacity required for large (truly) core networks. And JNPR has the higher capacity required for large (truly) core networks if you are going to carry video. Now ALA does have another product that has medium capacity.

But the cost of carrying TV video very far is so expensive. So most delivering TV video buy more head end satellite receivers rather than routing it over a long distance and expensive routers.

So JNPR has to look forward to new services that require those long distance hauls.

OP

flush_meat 12/5/2012 | 4:05:35 AM
re: Juniper Looks Beyond IPTV Ofcourse, everyone knows that Juniper is
building a low/medium end Ethernet switch.
It is rumoured that Kumar bros from Riverstone
is giving it a try. But, my question is --
why can't JNPR go for an acquisition of Extreme
or Foundary or something else in this line
instead of home building one. I don't under
estimate JNPR's capability, but I can't
understand the benefits this will bring in.
dellman 12/5/2012 | 4:05:34 AM
re: Juniper Looks Beyond IPTV Extreme or Foundry will come with a lot of baggage - existing customers, expectations etc., Juniper needs to have its homegrown ethernet box to blend its software/hardware perfectly. I think a lot of people will be surprised when Juniper releases its own Ethernet boxes
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