Google Disses Juniper

9:05 AM -- Software Development Times is reporting that Google (Nasdaq: GOOG) is developing its own router, apparently due to dissatisfaction with Junos.

That's certainly believable, considering Juniper Networks Inc. (NYSE: JNPR) keeps Junos on an unyielding release schedule that ensures all customers are running the same version of the software. Google would be the kind of customer to get impatient with that.

SD Times seems to describe Google as Juniper's lifeblood, but the only customers lately that have contributed more than 10 percent of Juniper's revenues in a given quarter have been Nokia Networks and Verizon Communications Inc. (NYSE: VZ).

Yes, a 9.9 percent revenue drop -- even a 3 percent drop -- would be awful for any company, so maybe there's reason for concern. "Doom," as SD Times put it, might be a stretch.

— Craig Matsumoto, West Coast Editor, Light Reading

Pete Baldwin 12/5/2012 | 4:14:44 PM
re: Google Disses Juniper Ah - I *thought* this had come up before, in the form of 10GE switches. Swiss-cheese memory strikes again.

Silence Dogood 12/5/2012 | 4:14:41 PM
re: Google Disses Juniper Not exactly. Building cheap 10Gbe switches is one thing, building a reliable device that routes Layer 3 is an all together different problem to solve.

You can get macs, phy's and switch chips as commodity products (for building a switch), the best l3 routing code is custom and few people have implemented this code at internet scale - and Vint ain't one of the guys who wrote that code.
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