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Juniper’s data center announcement this week is another shot across the bow at Cisco, with direct hits on Cisco’s Nexus switches and indirect jabs at the company’s legacy in data center networking. But it’s also yet another place setter for Juniper’s upcoming Stratus launch, which was unveiled in early 2009 but is still another eight to 12 months away. Read more
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Juniper Networks today announced a program to discount its EX Series branch offices switches by about 60 percent for new customers trading in old gear from “legacy” suppliers. The offer isn’t open to folks who already own Juniper switches, though it is to Juniper customers of other products, like security, that haven’t yet tried its switches. Read more
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Cisco’s enthusiasm for video is well known: the company time and again refers to video as the “killer app” that will account for the majority of Internet and IP traffic, and prompt infrastructure upgrades that will drive demand for its routers and switches. Read more
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Cisco rival Juniper last week demonstrated 100Gbps Ethernet interoperability with a handful of other vendors at the OFC/NFOEC optical networking conference in San Diego. The live demonstration involved Juniper’s T1600 core router with passing 100G traffic back and forth with an optical transport system using two different CFP transceivers conforming to the IEEE 802.3ba 100GBASE-LR4 draft standard. …
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Cisco latest Borderless Networks announcement, which included some new low-priced stackable switches, is viewed by some analysts as more of a defensive than offensive move by the company. The price points and modular uplink upgrade capabilities are seen by Oppenheimer & Co. as a response to HP and Juniper, rather than a capability the two competitors would have to respond to. Read more
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AT&T maintains three suppliers for its IP domain, according to investment firm UBS. In a bulletin this week updating investors on the AT&T “domain” supplier and procurement strategy, the firm believes Cisco, Juniper and Alcatel will all remain as IP vendors to the carrier. Read more
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Did Juniper attempt to steal Cisco’s thunder again? Read more
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Juniper set ambitious growth targets at its analyst day this week – targets that surpass Cisco’s 12% to 17% annual growth objectives and undoubtedly rely on stealing market share from its rival. Juniper forecasts revenue growing at about a 20% compounded annual rate over the next 3-5 years, surpassing the 18% CAGR it’s experienced over the past 8 years. Read more
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It’s almost like clockwork. Once word leaked earlier this week that Cisco is prepping an upgrade to its CRS-1 core router to take it to 120G per slot, Juniper this week said it has a new generation of silicon to take its T series core routers to 250G per slot, full duplex. Read more
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Cisco is said to be preparing the launch of its next-generation CRS-1 core router. According to a bulletin from Oppenheimer & Co., Cisco over the next month will unveil the MSC120, a 120Gbps per slot upgrade of the 40Gbps per slot, six-year-old CRS-1. Read more
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Juniper’s blow out Q4 may portend a stellar quarter from rival Cisco as well. Cisco reports next Tuesday and some analysts expect the company to come in ahead of estimates. Read more
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The timing only made it seem that way. Juniper and Polycom were already hatching their deepened partnership when Cisco announced intentions to acquire Polycom rival Tandberg. Read more
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Another Juniper watcher expects the Cisco rival to grab some Ethernet switching market share this year as sales of its EX line of switches ramp up. According to investment firm UBS, Juniper’s EX revenue might grow 50% this year as users select an alternative to Cisco, HP ProCurve/3Com, Avaya/Nortel and everyone else in the market.
Meanwhile, Juniper’s SRX security gateway is also expected to ramp…
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