Juniper: Getting a Move On?
"We believe Juniper is planning a big push into the mobility market and is currently looking to add a Head of Mobility Engineering," Sue writes in a report this morning." (Juniper didn't immediately return a request for comment.)
It would be the sequel to the J20, a GPRS gateway service node (GGSN) that Juniper developed with Ericsson AB (Nasdaq: ERIC). Juniper launched the product in 2002 and gave up on it in 2005. (See Juniper's GGSN Gamble?, Juniper's J20 Is Jumping, and Juniper Jumps Off J20.) "In conjunction with the wireless backhaul products currently being developed, a new family of wireless packet core products may further expand Juniper's addressable market," Sue writes.
Separately, Sue thinks "the worst is over" when it comes to telecom earnings, although real improvement might have to wait until the end of the year.
— Craig Matsumoto, West Coast Editor, Light Reading