Extreme Juniper Rumors Are Back

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russ4br 12/5/2012 | 3:13:33 AM

re: Extreme Juniper Rumors Are Back One question that comes to mind is why are you so sure the JNPR will buy anything before July? What's the urgency for them?

Keeping revenue growth in line with JNPR P/E valuation?

-russ

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BlueWater66 12/5/2012 | 3:13:30 AM

re: Extreme Juniper Rumors Are Back UBS is suggesting an acquisition of the HP/Procurve group by Juniper. The wording is a little odd... can't tell if they have some insight into this, or they are just making this stuff up.

They state ....

"A deal with HP's Procurve group could make sense..." Then they analyze Procurve's value to Juniper.

It just pops out of their report from left field. It is the focus of their dicussion (they brush right past Extreme).

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tsat 12/5/2012 | 3:13:28 AM

re: Extreme Juniper Rumors Are Back
What does IOS offer that JUNOS doesn't except bugs? ;)

-tsat

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volkot 12/5/2012 | 3:13:26 AM

re: Extreme Juniper Rumors Are Back
..because Juniper does not need commodity business or another division with identity crisis

What they need is a high-margin Ethernet platform that can beat C7600 and A7xxx in a triple "edge/EoMPLS/high-end L3 switching" game

This means it needs to be fast, cheap and run full-fledged JUNOS with all fancy BGP stuff.

On the other hand, Juniper clearly lacks the expertise to develop such platform on their own.

So as of right now, it seems they are truly stuck

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matahari 12/5/2012 | 3:13:25 AM

re: Extreme Juniper Rumors Are Back This explains why they have been hiring
from Riverstone over the past year. Not
that Riverstone products are anything to
scream about, but that brings some L2/L3 switching knowledge to Juniper. I would say Cisco has
at least 6 months to shore up their defense
against any real switching products from
Juniper. It is more likely 12 months for them
to deliver a robust platform, rather than a
time-to-market one. Of course, Juniper could
come up with interim switching modules on
their M/T routers, but they can't compete on
costs against the C7600.

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netorange 12/5/2012 | 3:13:23 AM

re: Extreme Juniper Rumors Are Back The consensus of opinion seems to be that
- Force 10 wants too much money and has no real sales channel.
- Foundry is peculiar and full of pride and wants to go their own way
- Extreme is melting down and is becoming dirt cheap, has established channels but will crater margins given their absurd pricing history.

If you accept the above as reality then the ProCurve idea - which has been rattling around JNPR - makes sense. You get an installed base, a basic product to build on and you get it dirt cheap while HP does it's latest refocus.
To me Foundry makes the most sense for creating real value but I've also heard the stories of the screaming match between Bobby and Scott.

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DPD 12/5/2012 | 3:13:20 AM

re: Extreme Juniper Rumors Are Back Greenfield applications call for a significant number of routers, both edge and core. Retro-fitting does to some extent as well. However, in both cases, it is the Class 5 VoIP switches that are pulling these routers in their wake. JNPR is not well positioned from that standpoint.

I know they have a partnership in place with Siemens, but these partnerships rarely lead to signifcant business.

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gotman 12/5/2012 | 3:13:20 AM

re: Extreme Juniper Rumors Are Back I think Juniper needs another core router let
alone enter the voip market, hourses for courses... Leave this for the likes of ericson. The T640 is not cutting it against the crs. I just heard of two big losses this week. One which was discused on this board a couple weeks ago.

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dogdayz 12/5/2012 | 3:13:20 AM

re: Extreme Juniper Rumors Are Back At all has to do with fiscal calandars. Makes more sense to buy a company in the beginning of a fiscal year / quarter. If profitable for the year, wall street will shine better light on the purchase.

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voyce_overipee 12/5/2012 | 3:13:19 AM

re: Extreme Juniper Rumors Are Back I know they have a partnership in place with Siemens, but these partnerships rarely lead to signifcant business.

on the contrary, they have relationship with siemens and lucent and ericsson, all sell softswitches and whole voip solution and are successful. Juniper can't just have a softswitch - they would need the whole solution (gateways, app servers, media servers. provisioning,. etc.) to win and their partners are in much better position to win those than jnpr. also, it's not just another box, theres a lot of knowledge required for voip that jnpr doesn't have and would be hard to get quickly.

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