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bosco_pcs
bosco_pcs
11/30/2017 | 2:18:04 PM
Re: Interesting move by Nokia!
There is no synergy between the two. The rumor could be someone's exit strategy. $NOK & $CIEN could unite 2 telecom bubble ghosts but what is really $JNPR? $CSCO competitor? Or $PANW? The last 2 don't seem to be too concerned
OpticalS10152
OpticalS10152
11/30/2017 | 2:14:46 PM
Re: Interesting move by Nokia!
Agree with Sterling.

From a product portfolio perspective, it seems more reasonable for Nokia to buy Arista. Or for Ciena - Juniper to merge. 
danielcawrey
danielcawrey
11/30/2017 | 1:02:47 PM
Re: Interesting move by Nokia!
Of course they are going to deny it. Having rumors out there don't help this deal. I still think it's going to happen, as it does make a lot of sense. Nokia needs Juniper, and Juniper wants growth. When you get big, M&A is the only way. 
Sterling Perrin
Sterling Perrin
11/30/2017 | 9:14:04 AM
Re: Interesting move by Nokia!
Nokia got strong routing products/share when it acquired Alcatel-Lucent. It's not clear to me what Nokia would be getting from Juniper to justify an acquisition? If it's niche technology that's needed, that seems better through a niche buy rather than a major routing player.

Sterling
L.A.Halvorsen
L.A.Halvorsen
11/30/2017 | 4:25:40 AM
Interesting move by Nokia!
It could nevertheless be a interesting acquisition by Nokia, the old sleeping giant!
mhui0
mhui0
11/30/2017 | 12:11:44 AM
Nokia's new 7950 Extensible Routing System (XRS)-XC
 

Does Juniper have anything to counter Nokia's new 7950 Extensible Routing System (XRS)-XC ?

https://networks.nokia.com/solutions/7950-xrs-xc-core-router
DanJones
DanJones
11/29/2017 | 9:23:40 PM
The ghost of Cisco/Ericsson?
Vis-a-vis the update, maybe Nokia is looking at how well the Cisco partnership is working out for Ericsson?

 
Joe Stanganelli
Joe Stanganelli
11/29/2017 | 9:22:39 PM
Re: Merge ALL the things
@Phil: Big Business. Big Government. It's kind of all the same to me. ;)
Joe Stanganelli
Joe Stanganelli
11/29/2017 | 9:21:30 PM
Re: Merge ALL the things
@KBode: Scott Adams once posited that all of the work on Earth would eventually be outsourced and out-outsourced and merged and so on to the point that one guy was doing all the work in the world -- which would work out fine until he takes a sick day.
briansoloducha
briansoloducha
11/29/2017 | 7:24:28 PM
Re: Merge ALL the things
Oh, you mean like AT&T before 1984?
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