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Ethernet equipment

Juniper Antes Up on Ethernet (Finally)

After a year of getting beaten up about it, Juniper Networks Inc. (NYSE: JNPR) is finally releasing its first-ever Ethernet box, submitting a direct challenge against the hot hand of Alcatel (NYSE: ALA; Paris: CGEP:PA) and the industry-topping market share of Cisco Systems Inc. (Nasdaq: CSCO).

The MX series, kicking off with the MX960 launch today, is a line of Ethernet aggregation boxes with Layer 3 routing capabilities -- the kind of system that some critics believe is vital for Juniper to compete for a spot in IPTV networks.

Obviously, the MX series would also play in carrier Ethernet buildouts, which have become a hot topic lately. (See Carrier Ethernet Takes Flight.)

"The objective is to participate in a more direct manner in the carrier Ethernet marketplace," says Shailesh Shukla, Juniper's vice president of service provider marketing.

The MX960 is slated for general availability in the first quarter of 2007.

"It's definitely what Juniper needs," says Mark Seery, an analyst with Ovum RHK Inc. "Nothing's ever exactly a home run, but it's pretty good. It gets them competitive with [Alcatel's 7750 Service Router] for the first time."

Ethernet has become a hot market for telecom gear vendors, as advances in reliability and manageability have carriers preparing ambitious plans for Ethernet services. Moreover, many IPTV deployments carry video on Gigabit Ethernet lines, making Ethernet density an attractive feature.

These factors led Alcatel to become an IPTV poster child during the past year, with a slew of announced wins for the 7750 and the 7450 Ethernet Services Switch. Cisco remains the leader in carrier Ethernet market share, of course, with routers like the Cisco 7600 series; in February the company also launched the ME series of switches for metro Ethernet. (See Alcatel Router Revenues Surge and Cisco Arms for IPTV Battle.)

Juniper seemed lost by comparison. Founded as an IP routing foil to Cisco, the company had Ethernet interfaces on its boxes but had never developed an Ethernet switch. As the roar of IPTV publicity increased, investors began browbeating Juniper about when it would answer the Alcatel challenge. Rumors sprouted about Juniper developing high-density Ethernet cards for its routers, or even an entirely new Ethernet system. (See Juniper Readies Ethernet Launch.)

Both turned out to be true. Juniper announced new Ethernet cards at Globalcomm in June, followed by upgraded Ethernet density for its E320 subscriber management platform. (See Juniper Tunes Its Ethernet, IPTV Stories and Juniper Gives Static to IPTV Critics.) And today, the company is launching the long-awaited Ethernet box, in the form of the MX series.

Timing isn't everything
Juniper's Shukla rejects the notion that Juniper is arriving late. Instead, he describes the situation as Ethernet rising up to meet a waiting Juniper.

"The carriers are increasingly asking to bring into the Ethernet segment all the attributes Juniper has been good at," such as scaleability and carrier-grade reliability, Shukla says. He notes that the carrier Ethernet market is far from settled, contending that the industry is just beginning the shift from "trial-oriented networks to large-scale production networks."

Shukla also claims the MX series is part of a "well thought-out plan" originating "some time ago," and not a rush job spurred by investor complaints. Regarding CEO Scott Kriens's past comments that Ethernet is just an interface and not an architecture, Shukla says that's in line with the MX-series plan. "What Scott has always said is that it's really not about Ethernet for the sake of Ethernet," Shukla says, noting Juniper wanted features such as IP routing that aren't found on plain Layer 2 switches. (See Juniper Looks Beyond IPTV.)

Neither Alcatel nor Cisco seems particularly threatened by the prospect of Juniper entering this market.

Alcatel officials, in discussing their release of new routers last week, said they hadn't seen signs of Juniper vying to become an Ethernet aggregation contender. "We haven't seen a new competitive carrier Ethernet switch in customer labs yet -- and service providers haven't been waiting to make decisions," said Lindsay Newell, vice president of marketing for Alcatel's IP division.

Cisco likewise feels secure with its strategy, which leans on the video capabilities garnered in last year's purchase of Scientific Atlanta . Going beyond Ethernet aggregation, Cisco's IPTV and video plans focus on lacing most network tiers with application awareness, allowing video streams to be monitored throughout the IP network, for example. "It will be very difficult for any company to replicate that end-to-end intelligence," says Brendan Gibbs, Cisco director of product management. (See Sci-Atlanta: Cisco's IPTV Lifeline?)

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Pete Baldwin 12/5/2012 | 3:37:24 AM
re: Juniper Antes Up on Ethernet (Finally) So, presuming this is the last of the big Ethernet pieces Juniper announces ... what do we think? Have they amassed the right products to stand up against Alcatel in IPTV -- or should they even be looking this direction?

Matahari, good point about the Juniper announcement cycle. The press release for the MX does quote Tiscali, although it doesn't explicitly say they're a customer.
matahari 12/5/2012 | 3:37:24 AM
re: Juniper Antes Up on Ethernet (Finally) This is very unlike Juniper of the past. They used to announce products after the product is available and in many cases deployed, with customer testimonials.

In the past few announcements this year, the quotes were from consultants who do not buy the products. On top of that, the product is not available at the time of the press release.

Sounds like a rush job to curb the tide, evident by the mistakes.

bwzippy 12/5/2012 | 3:37:24 AM
re: Juniper Antes Up on Ethernet (Finally) Their data sheet is all wrong (I'm presuming).

They have the DC power bundle shipping with AC power supplies and they have a lot of 1.3Mhz and 2.0 MHz CPU's (should be Ghz I'm guessing).

Juniper - take some care in the information you present to the public world if you want us to take you seriously.
DocGonzo 12/5/2012 | 3:37:23 AM
re: Juniper Antes Up on Ethernet (Finally) Seems interesting that this announcement is made on the same day Q3 earnings are released. I guess they wanted some other things to discuss on the Q&A part of the con call.

Doc
photon2 12/5/2012 | 3:37:23 AM
re: Juniper Antes Up on Ethernet (Finally) Fact is, Juniper is delivering the only product which can really scale for these types of networks. The fact that they are late is minimal when the market is just taking off, and clearly the design surpasses the competition when it comes to handling IP flows. No, I don't work for Juniper, but I believe in the long run this will give Alcatel and Cisco a benchmark to be compared to for quality.
P2
everythingip 12/5/2012 | 3:37:22 AM
re: Juniper Antes Up on Ethernet (Finally) "The Cisco 7609 can manage only 80 Gigabit Ethernet lines."

Whoa, you might want to check the datasheet on the 7609, seems abit too low :-)
Pete Baldwin 12/5/2012 | 3:37:22 AM
re: Juniper Antes Up on Ethernet (Finally) Good catch; apologies for that. I've upped the number to 384, which Cisco tells me is the current capacity.
FiberFan 12/5/2012 | 3:37:21 AM
re: Juniper Antes Up on Ethernet (Finally) I love that 384 GE port number Craig. That's the low function 48 port module from the 6500 series. The other number was from the low port count, high dollar SIP/SPA modules. They can at least offer some functionality.
Question for the masses- In Cisco math, is the 384 GE ports really 192 ports bi-directional or 768 GE ports uni-directional?
FF
everythingip 12/5/2012 | 3:37:20 AM
re: Juniper Antes Up on Ethernet (Finally) Wonder what Cisco has got cooking in SJ labs to respond to JSwitch, could they be working on a bigger chassis or denser modules...I do love watching these companies try to up the ante on each other, As a customer I would NOT put all my servers or clients on one switch regardless of the high port densities.
mtb826 12/5/2012 | 3:37:20 AM
re: Juniper Antes Up on Ethernet (Finally) "..count with their 40 Port GE MDA."

Sorry, I meant the Alcatel 20 port GE MDA.

Mark
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