Not the first rumour of Juniper getting acquired. Last time it was Ericsson and before that I think it was IBM or EMC, but perhaps this time it's the real deal.
Juniper has been very successful in Enterprise with the Mist acquisition, so I'm a bit surprised that the stock price is still stale. Perhaps there's not enough money there or it's too little too late. I wonder how they would merge Mist and Aruba, the top wifi players on the market. Usually you acquire a company to fill a gap in the portfolio. But perhaps that's primarily done for Junipers routing/dc/switching stuff then. Yeah the ISP business is no fun, I feel like everyone secretly wishes they can start buying Huawei again, It seems it's all about the lowest price per 100G/400G port. /Roger On Tue, Jan 9, 2024 at 10:19 AM Mark Tinka via juniper-nsp < [email protected]> wrote: > > > On 1/9/24 10:55, Saku Ytti via juniper-nsp wrote: > > What do we think of HPE acquiring JNPR? > > > > > > I guess it was given that something's gotta give, JNPR has lost to > > dollar as an investment for more than 2 decades, which is not > > sustainable in the way we model our economy. > > > > Out of all possible outcomes: > > - JNPR suddenly starts to grow (how?) > > - JNPR defaults > > - JNPR gets acquired > > > > It's not the worst outcome, and from who acquires them, HPE isn't the > > worst option, nor the best. I guess the best option would have been, > > several large telcos buying it through a co-owned sister company, who > > then are less interested in profits, and more interested in having a > > device that works for them. Worst would probably have been Cisco, > > Nokia, Huawei. > > > > I think the main concern is that SP business is kinda shitty business, > > long sales times, low sales volumes, high requirements. But that's > > also the side of JNPR that has USP. > > > > What is the future of NPU (Trio) and Pipeline (Paradise/Triton), why > > would I, as HP exec, keep them alive? I need JNPR to put QFX in my DC > > RFPs, I don't really care about SP markets, and I can realise some > > savings by axing chip design and support. I think Trio is the best NPU > > on the market, and I think we may have a real risk losing it, and no > > mechanism that would guarantee new players surfacing to replace it. > > > > I do wish that JNPR had been more serious about how unsustainable it > > is to lose to the dollar, and had tried more to capture markets. I > > always suggested why not try Trio-PCI in newegg. Long tail is long, > > maybe if you could buy it for 2-3k, there would be a new market of > > Linux PCI users who want wire rate programmable features for multiple > > ports? Maybe ESXi server integration for various pre-VPC protection > > features at wire-rate? I think there might be a lot of potential in > > NPU-PCI, perhaps even FAB-PCI, to have more ports than single NPU-PCI. > > HP could do what Geely did for Volvo - give them cash, leave them alone, > but force them to wake up and get into the real world. > > I don't think HP can match Juniper intellectually in the networking > space, so perhaps they add another sort of credibility to Juniper, as > long as Juniper realize that they need to get cleverer at staying in > business than just being technically smart. > > I am concerned that if we lose Trio, it would be the end of half-decent > line-rate networking, which would level the playing field around > Broadcom... good for them, but perhaps not so great for operators. On > the other hand, as you say, the ISP business is in a terrible place > right now, and not looking to get any better as the core of the Internet > continues to be owned by a small % of the content crew. > > And then there was this, hehe: > > https://hpjuniper.com/en/signature-gin/ > > Hehe. > > Mark. > _______________________________________________ > juniper-nsp mailing list [email protected] > https://puck.nether.net/mailman/listinfo/juniper-nsp > _______________________________________________ juniper-nsp mailing list [email protected] https://puck.nether.net/mailman/listinfo/juniper-nsp
