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Juniper Celebrates Itself

Light Reading
News Analysis
Light Reading
5/24/2004

Isn't it always this way? The new baby gets all the attention, so the older sibling starts acting up.

Juniper Networks Inc. (Nasdaq: JNPR) today put out a press release reminding the world that the T640 core router is two years old -- a full 25 months after it shipped (see Juniper Celebrates the T-Series). Is 25 months now a highly symbolic numerological milestone? Or is Juniper simply countering the release of the Huge Fast Router (HFR), expected to be announced by Cisco Systems Inc. (Nasdaq: CSCO) tomorrow, with that age-old PR trick, the pre-emptive release? (See Make Way for Cisco's HFR.)

One of the early morning press releases was datelined Leatherhead, U.K., of all places.

"The release has been timed to put the expected Cisco HFR launch this week into a more accurate context," a U.K. spokeswoman for Juniper wrote in an email.

A check with Juniper in the U.S. seemed to be in order.

It's not that simple, say officials in Juniper's Westford, Mass., office. They say the release was intended for April, to commemorate the two-year anniversary of the T-series shipping (see Juniper Goes Terabit With the T640).

The problem was in amassing permission for the 21 customers to be named in the release; although all had been previously announced, Juniper wanted the OK for their involvement, and it's taken time to get responses from the telecom firms, says Karen Livoli, senior manager of product marketing. That the release hit the street the day before the HFR's probable launch is "purely coincidental," she says.

The HFR is Cisco's next-generation core router, capable of multichassis implementations that take it into the "terabit" range. In the works for years, the HFR would compete with the likes of Avici Systems Inc. (Nasdaq: AVCI; Frankfurt: BVC7), Chiaro Networks Inc., Hyperchip Inc., Procket Networks Inc., and the Juniper T-series.

Juniper intends to create a multichassis router from the T640 with the TX Matrix, which was announced with the T640 but hasn't yet arrived. From the start, the TX has been slated for introduction in the second half of 2004, Livoli says.

Juniper did have a spot of news with today's release. The company has added logical-router services to the T-series and the flagship M-series. The feature, also expected to be in the HFR, allows certain applications to be isolated within the system, as though they were running on a separate physical router.

Of course, when it comes to the largest of their core routers, Juniper and Cisco are fighting as much for bragging rights as for market share. Large T640 and HFR installations will be rare occurances and won't make or break either company, writes analyst Stephen Kamman of CIBC World Markets in a report issued today.

What matters, Kamman writes, is the companies' market share across the entire router space. "This is the real measure of market power on a long-term basis, and what it shows currently is a market that has basically stabilized," with Cisco taking about 70 to 75 percent share and Juniper nabbing 25 to 30 percent, Kamman writes.

— Craig Matsumoto, Senior Editor, Light Reading

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ironman
ironman
12/5/2012 | 1:44:09 AM
re: Juniper Celebrates Itself
Yawn........ zzzzzzzzzzzzzzzzzzzzzzz
xbar
xbar
12/5/2012 | 1:44:09 AM
re: Juniper Celebrates Itself
All PR aside, it seems JNPR has always been good in finding the right aquisition.

When T/M series sales were down, the shrewdly aquired Unisphere which keep them afloat.

Now, when their T franchise is going to be under pressure, they brought NetScreen. Not sure this time, they will be as lucky as they were with Unisphere.

Seems going on diet on the P/E is the market recommendation.

Xbar
Ip-ex
Ip-ex
12/5/2012 | 1:43:59 AM
re: Juniper Celebrates Itself
I cannot believe JNPR is still selling Gǣpoint-featuresGǥ, like LRs - T-series is still a Gǣbigger, faster playGǥ G and solves the wrong problems G what the industry needs is a new breed of platforms G i.e. +P/MPLS platforms that were built from the ground-up to behave like class-5 switches G for GǣrealGǥ non-stop operation (no marketing BS)G hope the HFR will be the first of a new breed of platforms to really do that, and hope the new OS will be a significant leap over JunOS or IOS in terms of stability, modular in-service upgradeability (at least within 12-18 months of introduction) etc.
optical_dude
optical_dude
12/5/2012 | 1:43:58 AM
re: Juniper Celebrates Itself
Nice job on the article Craig. You have really
become a fine editor.

JNPR has no 99.999 story for the T-series box.
Each of their platforms seems to have a
different reliability story ...

It would not suprise me that this router
still re-orders packets like the last ones did.

Still not such a bad press release. Alteast
they announced some customers. But I wonder how
sustainable these big core boxes are stacked up
againt metro Ethernet and cheaper DWDM.

My 3 cents


cd
cd
12/5/2012 | 1:43:56 AM
re: Juniper Celebrates Itself
92 tbps!!!!
nullpacket
nullpacket
12/5/2012 | 1:43:54 AM
re: Juniper Celebrates Itself
not sure if being 2 yrs old is worth celebrating, the folks at jnpr marketing are really reaching here, they should have had a press release with something like"welcome to the core big brother Cisco, we been here for the last couple years, now lets see what you got"
AllGone
AllGone
12/5/2012 | 1:43:51 AM
re: Juniper Celebrates Itself
::In the works for years, the HFR would compete with the likes of Avici Systems Inc. (Nasdaq: AVCI - message board; Frankfurt: BVC7), Chiaro Networks Inc., Hyperchip Inc., Procket Networks Inc., and the Juniper T-series.::

__________________________________________________

LightReading, please update your files, HYPERCHIP is gone for ever. Their router, less that 20, will be sold as is, as router testers at their best! CEO resigned. VP was axed as well as software and hardware teams, only few people from asic team remain, for how long, 3 months maximum!
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