re: Juniper Buys NetScreenI think this is a very interesting move for JNPR. Cisco is actually quite confused in security. They think it should be a feature embedded into a blade, but no one's really listening. You're not going to trust a Cisco firewall. This is Juniper's one opportunity to really get into enterprise (other than buying Foundry, Force10 or Extreme), and they took it.
I have a few questions for them, though: what does Kriens mean it doesn't matter, enterprise or service provider? I don't see a lot of T-640s or M anythings getting sold into enterprise. And I don't see a lot of Netscreen software running service provider networks.
This deal smells a little like Welfleet/Synoptics. Juniper is basically run out of Boston now on the sales side of things. How do the Unisphere guys feel about a price tag that's five times what was paid for their company? How will they manage a bi-coastal operation with businesses that have very little in common?
There's more to this story. But at least Juniper's got a story now. At least they're not a one trick pony anymore. The question is, are they a two headed freak?
re: Juniper Buys NetScreen I like this move. Even though Juniper is a very troubled company that has never made money for its investors, this is a smart investment.
I think, if anything, they paid too little for it though. Security is H-O-T HOT right now and with the war still going, every company down to mom-and-pop grocery stores and local gas stations is going to need better security in all of their operations. The days where data could travel untrusted are over. The bad guys have to be kept away from the corporate CROWN JEWELS.
After the unisphere disaster, this is a great move. Maybe they can redirect the entire operation toward security and start phasing out their legacy electrical router business.
Their legacy business is in slightly less danger now that Procket has collapsed, but given the ALL-OPTICAL revolution going on they still need to get into a new business before legacy goes the way of the dinosaurs.
but is Netscreen's market the same market that Juniper competes in?
Not sure whether this will derail their focus.
On the bright side: we can look forward to a LR article about the three code trains (JUNOS, JUNOSe, NetOS) in 18 month from now :-)
.. tim
Nscn is growing fast and dominates its market.
or can it be that their carrier customers are asking for centrally manageable IP-SEC based VPN CPE device?
I have a few questions for them, though: what does Kriens mean it doesn't matter, enterprise or service provider? I don't see a lot of T-640s or M anythings getting sold into enterprise. And I don't see a lot of Netscreen software running service provider networks.
This deal smells a little like Welfleet/Synoptics. Juniper is basically run out of Boston now on the sales side of things. How do the Unisphere guys feel about a price tag that's five times what was paid for their company? How will they manage a bi-coastal operation with businesses that have very little in common?
There's more to this story. But at least Juniper's got a story now. At least they're not a one trick pony anymore. The question is, are they a two headed freak?
Echo2
I need to testdrive that 7-series bmw.... :)
I like this move. Even though Juniper is a very
troubled company that has never made money for
its investors, this is a smart investment.
I think, if anything, they paid too little for
it though. Security is H-O-T HOT right now
and with the war still going, every company
down to mom-and-pop grocery stores and local
gas stations is going to need better security
in all of their operations. The days where
data could travel untrusted are over. The bad
guys have to be kept away from the corporate
CROWN JEWELS.
After the unisphere disaster, this is a great
move. Maybe they can redirect the entire
operation toward security and start phasing out
their legacy electrical router business.
Their legacy business is in slightly less
danger now that Procket has collapsed, but
given the ALL-OPTICAL revolution going on
they still need to get into a new business
before legacy goes the way of the dinosaurs.
Big Red
I wish I had some hint that this was coming...