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wiseguy 12/4/2012 | 10:21:47 PM
re: Juniper Nabs Unisphere for $740M Irony abounds, from "Joyous Wisdom" ...
(Here read for GOD, the telecom market, for us, read "us.")

Have you not heard of that madman who lit a lantern in the bright morning hours, ran to the market-place, and cried incessantly: "I am looking for God! I am looking for God!"
As many of those who did not believe in God were standing together there, he excited considerable laughter. Have you lost him, then? said one. Did he lose his way like a child? said another. Or is he hiding? Is he afraid of us? Has he gone on a voyage? or emigrated? Thus they shouted and laughed. The madman sprang into their midst and pierced them with his glances.

"Where has God gone?" he cried. "I shall tell you. We have killed him - you and I. We are his murderers. [....]

"I have come too early," he said then; "my time has not come yet. The tremendous event is still on it's way, still travelling - it has not yet reached the ears of men. Lightning and thunder require time, the light of the stars requires time, deeds require time even after they are done, before they can be seen and heard. This deed is still more distant from them than the distant stars - and yet they have done it themselves."
pschurr 12/4/2012 | 10:21:47 PM
re: Juniper Nabs Unisphere for $740M Are those Unipshere folk feeling...

a. Excited?
b. Concerned?
c. Devastated?
d. or Ambivalent?

pschurr 12/4/2012 | 10:21:47 PM
re: Juniper Nabs Unisphere for $740M Hmmm... Juniper bought Unisphere to gain access to ...

a. International Markets?
b. Key Customers?
c. Expanded product line?
d. All the above?

Very interesting to see how Junipshere position the M5/10 against the ERX700/1400... will they maintain both sets?

What's likely to happen to the emerging MRX, and the ERX2?

Are Juniper telling their customers that the M5/M10/M40 are no good at the edge? Quite an interesting magic act coming up I think.
Lichtverbindung 12/4/2012 | 10:21:46 PM
re: Juniper Nabs Unisphere for $740M PhotonicGuru,

I am afraid you got that one wrong, dumber post on this thread !

You said :
"it is all about getting the customer base"
Scott Kriens, the man himself, said that Unisphere has the same customer base as Juniper referencing C&W, FT, DT. Exact same large customers, not one IP architect or decision maker who was not already in bed with JNPR

You said :
"entry into new market,"
Scott Kriens, again said (see last analyst presentation): we are seeing significant traction from the M5, M10 and M20 in th eedge router market. Nothing that Juniper was not trying to do over th elast two years.

You said :
"using well established sales channel and in the end chasing the money (revenue)"
Scott said that Ericsson is their #1 customer, talk aboput creating channle conflict. Nortel and Alcatel are also reselling JNPR, great idea to add another big fat dinosaur to the list.

There is some value to this acquisition, if managed properly. I doubt that the chemistry will work but I sincereley hope to be proven wrong.

In any case, you obviously should stick to optics and not wander in the world of packets
photonicGuru 12/4/2012 | 10:21:46 PM
re: Juniper Nabs Unisphere for $740M I don't know if many of you know the stroy of "One stick vs. bundle of sticks". That's how I view this M&A of Juniper. Their acquisition is not to rival anyone or filling their product gap or show their inability in build one edge router for themselves....it is all about getting the customer base, entry into new market, using well established sales channel and in the end chasing the money (revenue)....badly needed by any company like Juniper.

Recently, Gartner report also reflected that the new growth will come from Asian market...and Unisphere has crediable base in asian market. Overall, it is good for both of the partners (seimens and juniper) and Juniper stock may give more value to Seimens after six month down the line....$200m + more value of JNPR = $ 1B!!

netgenius 12/4/2012 | 10:21:45 PM
re: Juniper Nabs Unisphere for $740M Cisco's R&D just went up for the next two years.

This is a good combination that can compete with Cisco. They are a good match from an asic level. Meaning that Juniper is the one router company that can make use of the solid queuing and scheduling hardware asics of Unisphere. This will force Cisco to take a harder look at its connection oriented protocols such as ATM and MPLS as well as the suitability of its BRAS product line in connection oriented networks.

As for selling your stock. Pay attention to how the existing stock and stock options of Unisphere are handled by Juniper. If they make stock options whole and able to be liquidated then watch out as the people bail with pockets full of cash. If they force options to vest then they may be ok.

Personally I think that Juniper made a mistake here and should have waited two more quarters.

Just my 2 cents.

PS.I sold my Juniper stock two weeks ago.
kbkirchn 12/4/2012 | 10:21:38 PM
re: Juniper Nabs Unisphere for $740M Nietzsche:
Don't be surprised if the M5 and M10 are sold by Siemens to the Enteprise market

I will. Juniper laid off all their enterprise sales force when they failed to get traction in this market.

Enterprises are less concerned about line rate forwarding (they don't buy SmartBits test equipment either) and more concerned about features and ease of configuration. A unix CLI/OS is a negative, not a positive.

There are many good reasons why Cisco owns the enterprise. Historical lack of competitors is NOT one of them. (see Wellfleet, Protean, 3Com, Intel, etc).
Humbert 12/4/2012 | 10:21:37 PM
re: Juniper Nabs Unisphere for $740M
Its refreshing to see that some people here have done as much metaphysics as they have physics.

I'm no expert here, but doesn't it make sense for Juniper to buy Unisphere to get its hands on a very good ATM router? We all keep hearing about how the only ones spending any money in Telecoms are the international PTTs and RBOCs who we all know are still skeptical of a pure IP network. And anybody who thinks that Juniper could build that in house just has to look at Redback.

Juniper bought that CMTS company, I can't even remember the name of, to offer end to end equipment to the cable guys. Ok, end to end minus optical switching and transport, but its just a matter of time before Juniper and Ciena merge to fight the common ennemy. This is just the same thing, but now its end to end for those cash rich RBOCs who just want to foolishly cling to their old ATM gear.

The headline should have read "Juniper becomes protocol agnostic IP, Ethernet, MPLS, and even ATM, you want it, you have cash? we got it."

Heres a link that talks about Unispheres ATM gear (lighreading forgive me for sending them off to a competitor)

myresearch 12/4/2012 | 10:21:24 PM
re: Juniper Nabs Unisphere for $740M How could anyone suggest that you could sell M10/M20 to enterprise??? Look at the price tag!!!
lob 12/4/2012 | 10:21:24 PM
re: Juniper Nabs Unisphere for $740M >You must be unemployed because you vast knowledge >of edge routing leaves a lot be be desired.

In fact, I'm quite happily employed, with "Chief" being in my title for the last 8 years, in few jobs, one of which was (surprise) building routers. I could provide more hints as to my credentials, but I prefer to stay incognito :)

Seriously, a cheapo T-1/Ethernet router with full complement of routing protocols, NAT, firewall, DHCP and web/ssh/telnet access is easily produced by an amateur with an old PC, gated and Linux. I have one in my home, "built" in less than an hour.
The funny thing this is exactly (modulo BSD instead of Linux) what Juniper had for routing processor back then :)

Doing a professional job takes more time and resources, but definitely does not cost anything close to $740m. I seriously doubt the Unisphere's brand and distribution network worth that much, too.
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