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kq4ym
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kq4ym,
User Rank: Light Sabre
10/31/2015 | 9:50:45 AM
Re: Juniper Networks getting itself ready to be acquired?
The news of "Beating analyst estimates by about $20 million" certainly had lots of folks surprised. The financials at Juniper at last report seem to indicate to me a continuation of success. I do wonder though why the analysts were so off the mark on this one?
danielcawrey
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danielcawrey,
User Rank: Light Sabre
10/26/2015 | 9:06:29 PM
Re: Juniper Networks getting itself ready to be acquired?
You do have to wonder how much higher the stock can go in the public markets. Going private enables companies like Juniper to work on technologies for product pipelines that are very far down the road. Infrastructure investments will always thrive and this is why Juniper is doing so well. The problem is that its rivals can see that too. 
dwx
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dwx,
User Rank: Light Sabre
10/26/2015 | 9:20:10 AM
Re: Juniper Networks getting itself ready to be acquired?
We aren't really heading towards SDN running on generic hardware, that's a pipe dream I wish people would stop perpetuating.  In some areas of the network like top of rack datacenter switches that may be coming to fruition but in core networks and high speed aggregation, it certainly isn't.  We still need big routers and switches to do the heavy lifting and they all use proprietary technology.  You can't get a 500Gbps Broadcom chip this year, or a device doing 240x100G line rate in a rack with a full routing tables using .60w/Gbps, along with all the other features people actually want.  Google wanted to build their own router and they gave up, and for the most part use Juniper core routers like almost all US telcos and MSOs.  

In the end you need a robust network operating system to run a device, and Juniper has shown they can run theirs on whitebox switches, so the software they have is worth something even in those cases.

 

 

 
jabailo
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jabailo,
User Rank: Light Sabre
10/24/2015 | 3:16:08 PM
Re: Juniper Networks getting itself ready to be acquired?
I guess then I am having trouble understanding a proprietary vendor is a market which is heading towards SDN products running on generic hardware.   What exactly do they want to sell that is of high enough value to make their stock a winner when there's a thousand other devleopers doing it and some for free or employed by cloud vendors.
mhui0
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mhui0,
User Rank: Lightning
10/24/2015 | 2:47:17 PM
Re: Juniper Networks getting itself ready to be acquired?
Gosh, no. It takes years for customers to understand the benefits of Juniper's products.

You can't say the same for Cisco, on both the time and the benefit aspects.
jabailo
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jabailo,
User Rank: Light Sabre
10/24/2015 | 2:36:16 PM
Re: Juniper Networks getting itself ready to be acquired?
Are they the new Cisco?
mhui0
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mhui0,
User Rank: Lightning
10/23/2015 | 8:54:09 PM
Juniper Networks getting itself ready to be acquired?
Buy JNPR now.


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