re: Juniper Smiles Through Q1I can only wish that people read and do their homework before posting this type of message. Top mgt at JNPR is very focused on inovation, not like CSCO sales model approach. One of these days CSCO will end up paying the price of loosing more share to company like JNPR. WAY TO GO JNPR!!!!!!!!!
re: Juniper Smiles Through Q1"Success can make you go one of two ways. It can make you a prima donna - or it can smooth the edges, take away the insecurities, let the nice things come out." -- Barbara Walters
Don't see any nice things from either of them. Let them sing their infrastructure opera and keep bullying the market. I was ready, but now I'm just pissed. My money is on the Foundry IMR (literally).
Your prediction is pretty ambiguous - it's like saying it will be cloudy in the near future. Juniper recently acquired another company. As operations consolidate, senior folk get the itch to move on, etc. it is natural to have a VP or two walk away.
Can you be so bold as to be less ambiguous about your claims? Otherwise, you just sould like somebody who should move on.
re: Juniper Smiles Through Q1A question to the intelligent LR community...
My perception is that Juniper is a strong #2 to Cisco. In the service provider space they seem to be doing quite well. The ones I met say their management told them that they must first find a solution from either cisco or juniper. PLus the ERX is everywhere.
In the enterprise space, the netscreen buy must be helping them in a big way. with security one of the fastest growing segments. Although I still see Cisco dominated shops everywhere. sort of like the IBM only shops of years past. The 3COms of the world seem to be holding on to their installed base and channels. Wouldn't juniper have a substantial growth opportunity here?
re: Juniper Smiles Through Q1If the VPs leave, that's really not a bad thing. Most of them are there only because they rode the cotail of the previous GM who got kicked out for his inexperience, and he promoted only his friends and families. It wouldn't be surprising if one of the VPs join his ex-classmate's company if things get too heated for him with the new management in place. That's probably the only place this VP can go with his current reputation in the industry.
No, but they are similar becuase both have an opportunity to take a large cut out of the other company's market share.
So far, both are only taking baby steps, neither technologies have made a major impact on market share numbers yet.