Juniper Nabs Unisphere for $740M

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opticaltalent 12/4/2012 | 10:22:00 PM

re: Juniper Nabs Unisphere for $740M
Congratulations to both companies. Juniper may have paid a slight premium in today's market conditions, but that definitely needed to pull the trigger if it is going to be a serious long term competitor to Cisco.

Now they have the technology and momentum, but do they have the (a) sales force that can execute??? Primarily do they have a carrier sales force who can crack wide open the Super 7???

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nfoage 12/4/2012 | 10:21:59 PM

re: Juniper Nabs Unisphere for $740M As Chambers said when Lucent acquired Ascend:

"...this means one less competitor for Cisco to train our cannons on..."

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Lichtverbindung 12/4/2012 | 10:21:59 PM

re: Juniper Nabs Unisphere for $740M I am a bit sad to see the Router White Knight Juniper becoming a Cisco wannabe.

I think this announcement is fairly significant as it is the first time that Juniper admits failure on its M5, M10 and M20 routers. These scaled-down version of the M40 never reached any significant market penetration at the edge.

It also proved that Junos being the reference OS for core routers, was not designed to offer the much more complex functionality required at the edge.

The next challenge for Juniper is now to be able to offer a consistent, integrated end-to-end IP routing solution combining the Redstone and Juniper OSs.

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reflections 12/4/2012 | 10:21:58 PM

re: Juniper Nabs Unisphere for $740M huh?

I think you are very presumptuous in saying "Juniper admits failure" or not designed for "more complex functionality". Their boxes can do the job A LOT better than Cisco can (just ask any engineer who has lived and breathed both Cisco and Juniper... 9 out of 10 will prefer Juniper). I guess the lack of edge penetration is a result of sales/marketing (it's definitely not because of engineering). Perhaps Juniper's sales/marketing could provide more fluff (vapor-features and vapor-products do sell, just ask Cisco).

Aquiring and expanding shows that the White Knight is still alive and strong.

I'm glad someone is still trying to defeat the evil empire. Good luck Juniper, may the Force be with you.

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Iipoed 12/4/2012 | 10:21:57 PM

re: Juniper Nabs Unisphere for $740M Great move, Junisphere still needs a LAN aggregation company with L 4-7 as well. Foundry or Extreme- whats the concensus?

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melao 12/4/2012 | 10:21:57 PM

re: Juniper Nabs Unisphere for $740M "Aquiring and expanding shows that the White Knight is still alive and strong.
I'm glad someone is still trying to defeat the evil empire. Good luck Juniper, may the Force be with you."

I guess people just got out of Episode 2 session on the movies.

Anyway, my feel it-¦s that this bet on Unisphere makes sense if Juniper really wants to rival Cisco.

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Outsider 12/4/2012 | 10:21:57 PM

re: Juniper Nabs Unisphere for $740M Should I sell my Juniper Networks stock?

The good point of this acquisition is that Juniper can compete and potentially take revenue away from Cisco in more areas. Also Juniper bought potentially the best Edge Router on the market ($127 million in sales for nine months ending in this market is quite impressive).

The bad point of this acquisition is that they gave up too much cash and further diluted their stock, plus will incur a great deal of expense. It they say the market won't pick up for the next two years then maybe Juniper could have gotten a better deal if they would have waited another year?

Okay experts and especially insiders, please speak up!

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EtherNut 12/4/2012 | 10:21:56 PM

re: Juniper Nabs Unisphere for $740M 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.

Fundamentally, Edge Routers will serve as Service Demarcation points (CPE is the administrative demarc) whenever xSPs begin selling interesting IP services. Edge routers are very important for network-based (aka provider provisioned) IP services. If xSPs continue to sell IP pipes, you don't really need an Edge router.

JNPR buying Unisphere simply means that it believes it can leverage Siemens sales channels outside North America - Base your stock buy/sell decision based on effectiveness of this

It also means that JNPR probably realizes that it is far easier to have a different code tree for IP edge services (specifically Layer 2) than modify the stack it has for core routers. This is just board-fodder.

-en

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kbkirchn 12/4/2012 | 10:21:56 PM

re: Juniper Nabs Unisphere for $740M lipoed:
Great move, Junisphere still needs a LAN aggregation company with L 4-7 as well. Foundry or Extreme- whats the concensus?
=========

Extreme if they can afford it...

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Lichtverbindung 12/4/2012 | 10:21:55 PM

re: Juniper Nabs Unisphere for $740M Hey reflections,

Don't get me wrong, I am a Juniper fan, they are the best thing that happened to IP routing over the last four years. That was ewntirely due to their engineering strengths (IP forwarder, Junos).

I am just a bit sad to start employing the large corp tactics (buy rather than build), it reminds me of Nortel buying Bay. It made a whole lot of sense when they announced it, look at where they are now.

Juniper knows how to build routers, not how to integrate. Bad decision, Scott...

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