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Mitch Wagner
Mitch Wagner
8/2/2016 | 8:40:49 PM
Re: Against the tide
Exactly so. There will always be a market for high-performance hardware. Question is how big a market. 
8/2/2016 | 8:19:05 PM
Not in a white box yet
Until Aurrion's technology comes in an ubiquitous white box, Juniper will reap the benefits of higher margins by using this technology.
8/2/2016 | 6:56:52 PM
Re: Against the tide
Agreed, perhaps a contrarian strategy will work for Juniper. Not everyone can fit in the software boat, and hardware still must evolve. I think this is the right direction for Juniper to go in. 
8/2/2016 | 5:07:27 PM
Re: Against the tide
The question will be how the hardware evolves - the cost structure that Juniper addresses here is real. 
Mitch Wagner
Mitch Wagner
8/2/2016 | 3:43:36 PM
Against the tide
In an era when vendors are focused on software, Juniper is doubling down on hardware. Could work for them. Like they say, software doesn't move photons. 

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