> > I am aware of a few major orders of the ACX7024 that Juniper are working > on. Of course, none of it will become materially evidential until the > end of 2024. That said, I think HP will give the box a chance, as there > is a market for it. They might just put a time line on it. >
I doubt this deal closes before Q4, and neither party is legally allowed to do anything prior to close under the assumption it will. So nothing really will change near-ish term. On Thu, Jan 11, 2024 at 6:25 AM Mark Tinka via juniper-nsp < [email protected]> wrote: > > > On 1/11/24 02:56, Chris Kawchuk via juniper-nsp wrote: > > > Shall we start taking bets on what stays, and what goes? > > I'm glad that Rami gets to stay as CEO for the networking side of > things. Good lad, that... > > Again, ACX was never a competitor to the ASR920 which I know Mr Tinka > was very fond of. And the NCS540 "is the new ASR920”. There’s some long > roads ahead for JNPR to wrestle back some of that marketshare. > > The whole Metro-E industry is currently a balls-up. All vendors seem to > have met at a secret location that served 20-year old wine and agreed > not to pursue any Metro-E platforms built around custom silicon. > > So really, what you are buying from either Cisco, Juniper, Nokia, Arista > or Arrcus will be code maturity. No other differentiator. > > > ACX also did a ‘reboot’ of the product line in the 7000-series when they > went Jericho, versus ACX5000 which (correct me if I’m wrong) that was > QFX/Trident/Trident+ based and earlier ACX series which were > $no-idea-i-didnt-look-very-hard-at-them…. so its almost “a new product” > which may not have a lot of customer nor market traction; thus easier to > kill off. Yes — even though previous generations of ACX did exist and > likely had some customers..somewhere…., I know of absolutely nobody that > bought them nor used them in anger for a large Metro-E/MPLS/eVPN/SR network > role. > > > > I'm happy to be proven wrong on ACX; as I don’t like the idea of handing > an entire market segment to a single vendor. > > I am aware of a few major orders of the ACX7024 that Juniper are working > on. Of course, none of it will become materially evidential until the > end of 2024. That said, I think HP will give the box a chance, as there > is a market for it. They might just put a time line on it. > > And for once in Juniper's history, they are beginning to take the > Metro-E network a little seriously, although probably a tad later than > they should have. > > 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
