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Juniper's Ready for Stratus

Craig Matsumoto
2/24/2010

Juniper Networks Inc. (NYSE: JNPR) is dropping more hints about its Stratus Project for the data center, saying the first related product could "power-on" before April.

Chief technology officer Pradeep Sindhu suggested that timeframe during Juniper's meeting for financial analysts, held yesterday in San Francisco and streamed over the Web.

Juniper gave a lot of the big talk you'd expect from such a presentation, including a stated goal of annual revenue growth of 20 percent, based on taking share in both enterprise and service provider markets.

But executives also put up some specifics about projects like Stratus, which isn't expected to bring in revenues until 2011.

Stratus is vaguely described by Juniper as a data center fabric that's being developed with help from IBM Corp. (NYSE: IBM). Juniper first mentioned it a year ago, leaving the details to the imagination. (See Juniper Strikes at the Data Center.)

The goal behind Stratus is simplification -- getting the data center to behave as if it were one switch sitting on the network. Sindhu said yesterday that Stratus will be a group of products, the first of which will be announced this year.

The mind-blowing part is that Sindhu said he wants to "increase the horsepower of general purpose computing 100 times in the next five years." One-eighth of that progress could come from normal chip evolution. The rest would come from improvements to the infrastructure around computing elements, including the network.

"The idea is that the network that ties the infrastructure inside the data center to each other has to be much, much more intimate than the networks we have today," he said. "It allows you to make maximum use, efficiently, of the equipment you have in the data center."

Work on Stratus started three years ago, Sindhu said.

He also noted that Falcon, Juniper's project for the packet core of mobile networks, germinated in Juniper's office of the CTO nearly five years ago. He may have been trying to dispel chatter that Falcon is a last-minute reaction to Cisco Systems Inc. (Nasdaq: CSCO) buying Starent. (See Juniper Challenges Cisco in the Mobile Core.)

— Craig Matsumoto, West Coast Editor, Light Reading

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Pete Baldwin
Pete Baldwin
12/5/2012 | 4:42:10 PM
re: Juniper's Ready for Stratus


On a separate note:  Why oh why did I not rhyme "Stratus" with "status" for this headline?

Pete Baldwin
Pete Baldwin
12/5/2012 | 4:42:10 PM
re: Juniper's Ready for Stratus


I'm wondering what people think of this projected growth figure of 20% per year.


Cisco is still saying 12-17% (not counting acquisitions), so Juniper wants to outpace that growth.  Juniper is smaller, and it's got at least one brand new product area (the EX line) that will start to contribute meaningfully.  Ideally, Stratus and Falcon would start bringing in revenue in 2011.


20% still seems awfully high.

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