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kbkirchn 12/4/2012 | 10:21:55 PM
re: Juniper Nabs Unisphere for $740M EtherNut:
Edge routers are like 2nd basemen in baseball -
You need them, you can groom any talented player to play the position and you don't pay much for them.
======
If you're saying that edge routers are easy to develop and their functionality is unimportant, then I have to disagree with you.

Edge Routers do:
Traffic Classification
Traffic Shaping & Policing
Security Enforcement (ACLs & Firewall)
VPN Tunnel origination & termination
Physical link aggregation from multiple narrow-band links (various types & speeds) to a common broadband uplink.
Various featurettes (every SP has its own service-specific features)

Juniper's original failure was thinking that just making a smaller/cheaper version of their core routers would be successful, and that all those features listed above were just enterprise-based feature bloat.

If cost was the only driver, we would just use generic-brand packet movers..

Kevin!
Rock_On 12/4/2012 | 10:21:53 PM
re: Juniper Nabs Unisphere for $740M The only problem is that Cisco doesn't have any ammo in the carrier-class IP services cannon.
lob 12/4/2012 | 10:21:52 PM
re: Juniper Nabs Unisphere for $740M They overpaid... you can slap together a quite passable edge router from a PC-on-a-chip, some glue and a third-party routing software. Nobody needs ciscoesque "everything and Blacker Front End support on a side, and oh, here's 20 lbs of documentation" in an edge box anymore :)

Project estimate time - 8 mos, cost - $5mil. I am _very_ surprised that Juniper folks didn't build the thing themselves.
redviper 12/4/2012 | 10:21:50 PM
re: Juniper Nabs Unisphere for $740M You must be unemployed because you vast knowledge of edge routing leaves a lot be be desired. I would basically say you are clueless when it comes to edge routing, period. Maybe you should go join RedBack and teach tem how to build a better box. They could use someone of your caliber.
tjs 12/4/2012 | 10:21:49 PM
re: Juniper Nabs Unisphere for $740M
First, What happens to Jim Dolce ?. Always seemed very able. Does he get elevated to COO/CEO. The Juniper guys seem a little tired.

Second, What do we call these guys now ?.

How about Junisphere, Nope.. No wait Uniper... Nope I know... They carved out castle right ? So how 'bout....

UNISTONE
Kevin Mitchell 12/4/2012 | 10:21:49 PM
re: Juniper Nabs Unisphere for $740M Don't be surprised if the M5 and M10 are sold by Siemens to the Enteprise market
scooby 12/4/2012 | 10:21:48 PM
re: Juniper Nabs Unisphere for $740M Anyone else see the irony in Nietzsche posting to a "XXX is dead" thread?
scooby 12/4/2012 | 10:21:48 PM
re: Juniper Nabs Unisphere for $740M > > it reminds me of Nortel buying Bay.

Worse, it's like SynOptics and Wellfleet. Nortel basically locked all the routing folks from Bay in the basement until they starved. SynOptics and Wellfleet actually tried to merge, but the cultural and geographic challenges proved too difficult.

1. Never get involved in a land war in Asia
2. Never try and merge a Silicon Valley company with a Mass. company

Cue the orchestra...
LightGaugeGuitarString 12/4/2012 | 10:21:48 PM
re: Juniper Nabs Unisphere for $740M Anyone know how much revenue Unisphere has in Edge Routing application sales (i.e. a competing box to the Cisco 1000x) vs. DSL Aggregation application sales(i.e. competing with Redback SMS/Shasta/Springtide)?

LGGS
LightMan 12/4/2012 | 10:21:48 PM
re: Juniper Nabs Unisphere for $740M Couldn't tell you. But as part of the partnership Juniper will have "access" to 190 different companies.

Just heard it on ON24. Here is the link
http://biz.yahoo.com/oo/020520...

As you probably know, Shasta just lost its #1 position in aggregation to Redback. Unfortunately, I don't have the market share percentages handy.

LightMan
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