Juniper's 'Pepsi' Set to Pop

Juniper Networks Inc.'s (Nasdaq: JNPR) low-end router line, code named "Pepsi," is ready for launch, according to a research note released yesterday.
Three routers in the family are going to be introduced next week, ranging in size from 8 Mbit/s to 96 Mbit/s, writes analyst Steve Kamman of CIBC World Markets.
Officially called the "J" series, the routers correspond to Cisco Systems Inc.'s (Nasdaq: CSCO) 1700, 2600/2700, and 3600/3700 lines, Kamman writes. That's along the lines of what has been expected since news of Pepsi emerged earlier this year (see Juniper: The Other Cola? ).
Juniper officials declined to comment.
Based on figures from the Dell'Oro Group, Kamman estimates the low-end and "low/mid-range" router market at $2 billion to $2.5 billion. But he also notes it's an area where Cisco holds about 90 percent market share. Once the J-series becomes available in the second half of 2004, Kamman believes Juniper will face some heavy lifting in terms of distribution. The company also will have to put resources into training its new enterprise customers.
"It will be hard slogging to change hearts and minds -- although Juniper’s street-credibility gives it a good jumping-off point," he writes. "As such, we would not expect to see rapid market share gains. If Juniper does gain traction in this market, it will likely come gradually."
Kamman expects Juniper to integrate security and traffic management from NetScreen Technologies into the J-series, a factor which he believes was "one of the key motivators" for the $4 billion NetScreen acquisition (see Juniper Buys NetScreen).
— Craig Matsumoto, Senior Editor, Light Reading
Three routers in the family are going to be introduced next week, ranging in size from 8 Mbit/s to 96 Mbit/s, writes analyst Steve Kamman of CIBC World Markets.
Officially called the "J" series, the routers correspond to Cisco Systems Inc.'s (Nasdaq: CSCO) 1700, 2600/2700, and 3600/3700 lines, Kamman writes. That's along the lines of what has been expected since news of Pepsi emerged earlier this year (see Juniper: The Other Cola? ).
Juniper officials declined to comment.
Based on figures from the Dell'Oro Group, Kamman estimates the low-end and "low/mid-range" router market at $2 billion to $2.5 billion. But he also notes it's an area where Cisco holds about 90 percent market share. Once the J-series becomes available in the second half of 2004, Kamman believes Juniper will face some heavy lifting in terms of distribution. The company also will have to put resources into training its new enterprise customers.
"It will be hard slogging to change hearts and minds -- although Juniper’s street-credibility gives it a good jumping-off point," he writes. "As such, we would not expect to see rapid market share gains. If Juniper does gain traction in this market, it will likely come gradually."
Kamman expects Juniper to integrate security and traffic management from NetScreen Technologies into the J-series, a factor which he believes was "one of the key motivators" for the $4 billion NetScreen acquisition (see Juniper Buys NetScreen).
— Craig Matsumoto, Senior Editor, Light Reading
EDUCATIONAL RESOURCES

FEATURED VIDEO
UPCOMING LIVE EVENTS
February 7-9, 2023, Virtual Event
February 15, 2023, Virtual Event
March 15-16, 2023, Embassy Suites, Denver, CO
March 21, 2023, Virtual Event
May 15-17, 2023, Austin, TX
December 6-7, 2023, New York City
UPCOMING WEBINARS
February 9, 2023
Optical Networking Digital Symposium - Day 2
February 14, 2023
Heavy Reading Open RAN Platforms and Architectures Service Provider Survey 2022 Results
February 14, 2023
Achieve Your Growth Potential with Next-Gen Content Delivery
February 15, 2023
Digital Divide Digital Symposium
February 16, 2023
SCTE® LiveLearning for Professionals Webinar™ Series: Getting the Edge on Edge Computing
Webinar Archive
PARTNER PERSPECTIVES - content from our sponsors
How 5G Thrives ASEAN Digital Economy
By Huawei
Capitalizing On 5G Innovation To Deliver Breakthroughs At The Edge
By Kerry Doyle, sponsored by ZTE
All Partner Perspectives