> On Jan 9, 2024, at 7:22 AM, Mark Tinka via juniper-nsp
> <[email protected]> wrote:
>
>
>
> On 1/9/24 11:47, Roger Wiklund wrote:
>
>>
>> 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.
>
> There is no shortage of cheap ports. The issue is how useful those ports are
> beyond just "speed".
>
> This is where Trio does well, but this may not be enough to save the day.
I expect they would move their HP networking under Juniper due to the brand
value. To bring on all their devices JunOS and that value would be worthwhile.
Lets see what happens if it gets folded underneath or is independent.
- Jared
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