wilecoyote 12/5/2012 | 1:27:16 AM
re: Juniper Surprises With Q2 They can do whatever they want now. A shopping list for them (remember Cisco was built on a shopping list--did anyone see Charlie G moved over to CTO? What happened to the Linksys dream? Somethin's rotten in Denmark there):

For enterprise:

Wi-Fi: Airespace, Aruba, Trapeze, Symbol (Nuti loves Juniper. Dolci would kill it cause it would mean competition for Scott's job. But it would be a very interesting move and catapult Juniper past $2B in revenues, with access to lots of interesting customers.)

Extreme, Foundry, Force10. They need a switch. They've been shopping around here and should make a move by end of year.

Storage: Brocade. They're for sale and local. Very high on the cool factor, some good management, large installed base, Rhapsody looks like a router, access to big revenue opportunities down the road. Gotta get rid of Greg but Klayko would fit right into Juniper.

For carrier:

A true BRAS box. Who has one? Maybe an access company? There are lots of those around. Too many to count.

An MSSP. Turin is a good choice. $50M in revenues, would be profitable in the Juniper channel and probably bring in $100M in year one.

Add all this up and you have a $3-4B Juniper in 2005. Lots of integration headaches and a couple of bumpy quarters but you have a company that can kick Cisco's ass and sell a large portfolio of interesting NEW technology. In this scenario, Cisco would look very old, very fast. This scenario plays out over the next 18 months and there's no way Juniper can swallow all of these categories in that timeframe. But they could start by OEMing some of it. The key is to get into enterprise while datacenter consolidation is still hot.

Dindon 12/5/2012 | 1:27:14 AM
re: Juniper Surprises With Q2 Wilecoyote,

Two years ago you had bad fellings about JNPR. Have you changed your mind? http://www.lightreading.com/bo...

I think their hability to execute are laser focus make the difference...
materialgirl 12/5/2012 | 1:27:13 AM
re: Juniper Surprises With Q2 What about that 6-yr lead with a modular architecture? Meanwhile CSCO seems to be scrambling, buying everything in sight, adding to their hairball. JNPR RULES.
Dindon 12/5/2012 | 1:27:12 AM
re: Juniper Surprises With Q2 XML is another JNPR RULE that CSCO is following...
wilecoyote 12/5/2012 | 1:27:11 AM
re: Juniper Surprises With Q2 You got me. Well all I can says is that it looked like they were floundering two years ago. Now they are doing all the right things, growing, making bold moves, getting more and more competitive. The things you expect out of a company that's on a mission to succeed for the long term. I like to see that. I didn't see it two years ago, but I see it now.

The Human Weathervane
green 12/5/2012 | 1:27:09 AM
re: Juniper Surprises With Q2 I beg to differ.

1: the CFO is leaving. now this is the guy who is counting the beans coming in. what do you guys know that this guy does not?. I would like to bet along side the CFO. sorry guys.

2: big acquisition don't work. anyone remember wellfleet/synoptic = baynetworks merger ? this merger was the best thing that happened to cisco by causing the ruin of its two strongest competitors. JNPR/netscreen is going to be the same story. Scott kriens should have known better.

3: stock is overvalued like hell. it is ripe for a fall.
jimbostevens 12/5/2012 | 1:27:09 AM
re: Juniper Surprises With Q2 Keep hoping "shorty"! LOL

1) The CFO wants to spend more time with his family and will still be employed by Juniper in another capacity.

2) Big Acquisitions can work... Take a look at one of Juniper's previous major acquisitions when they purchased Unisphere. They inherited Unisphere products, Siemens as a partner and shareholder and never looked back. This time they get Netscreens products and sales staff and an entry point into the enterprise.

3) Stock has always been expensive in its history. It's a richly valued stock that continues to outperform expectations quarter after quarter.

Like I mentioned in the past on this message board, this stock will outperform Cisco for at least the next 3-6 months easily. Great reward day today for investors.
literight 12/5/2012 | 1:27:06 AM
re: Juniper Surprises With Q2 The world is Juniper's oyster, period.

Look at the scramble that Cisco's making to appease shareholders/customers since they fear timber for their market. Reassigning some of their veeps to target security, etc. All the talent has run from Tasman, now it's only Juniper's failing to execute will make them fail.

2005 can easily be a $3b market for Juniper without any additional acquisitions.
Iipoed 12/5/2012 | 1:27:03 AM
re: Juniper Surprises With Q2 Not without LAN and MAN technology.
andropat 12/5/2012 | 1:27:03 AM
re: Juniper Surprises With Q2 the cfo is done.... he has kicked ass for JNPR, has millions, and needs a break! Netscreen seems capable enough to count beans as well. News is not worrisome to me.

stock is overvalued. so jnpr is buying a bunch back slowly but surely. who buys back stock after a 4B acquisition? talk about financial health.. way to go jnpr.

unlike the other mergers this one makes tons of sense for both parties.
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