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Amazon’s third quarter earnings disappointed almost everyone, and the fact that there were so many different views about just what was disappointing makes it all the more challenging to analyze. Many said the profit picture was the problem; Amazon’s margins have been thin historically, and the Street wanted proof that they’d [...]
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Juniper made its second major announcement in two weeks, this time its PTX MPLS-optical supercore switch. The product’s roots probably lie in early interest (“early” meaning the middle of the last decade) by Verizon in a new core architecture for IP networks that would eliminate the transit routing that was common in hierarchical IP cores. Since [...]
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Juniper announced a mobile security suite, building on its Junos Pulse agent/client software that operates across a wide variety of mobile and PC platforms. The elements of the suite (the antivirus, firewall, etc., that are common to most PC suites) are less news than the framework in which it’s being provided. Juniper is binding security [...]
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Cisco has not been shy in pushing the envelope of what a networking company does, and one extension that’s been rumored for quite a while has now appeared in public—though still as a rumor. Cisco is said to be working on a blade server product family, something that would extend the company’s reach into the [...]
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Juniper has announced the first major innovation in its Service Layer Technology area, something it calls the Dynamic Services Architecture. This is a new product set, the first of which is the SRX Services Gateway, built on a platform that tightly couples service feature hosting and both signaling and control plane protocol handling. Cards are [...]
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Microsoft executive Kevin Johnson, president of the Platforms and Services division that was working for the Yahoo acquisition, is leaving Microsoft to run Juniper Networks. Juniper issued a press release indicating that Johnson will become CEO and Scott Kriens will become the chairman and will still be involved in strategic matters.
We believe this is a [...]
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Emerging economies’ telecom deals may be creating a new wave of key players, absent some of the usual names. The recent action in China and India show that where an emerging economy invests in telecom infrastructure, the deals are weighted toward access, metro and fiber, and less to the high-flying switching/routing. Package bids that involve [...]
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Infonetics reports that router sales in the first quarter rose sharply, further validating the notion that the IP infrastructure market is more immune to economic problems than the enterprise. Both Juniper and Cisco gained market share, apparently in part at the expense of Alcatel-Lucent, whose IPTV position had previously been gaining it traction. We have [...]
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Juniper Networks and Net One Systems have announced the CONTENTsphere Field Trial Cookbook, a collaboration between the two companies to generate an implementation of IPsphere’s content distribution field trial, authorized by the body in the plenary meeting last September. A contribution on the Cookbook is being presented this week at the Stockholm IPSF plenary. The [...]
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David Yen, a kingpin in Sun’s revitalized microprocessor program, is leaving Sun for Juniper, where he will be an executive VP of Emerging Technologies, a move that certainly means that Juniper will be doing more original work with microprocessors and/or network processors. There has been a lot of new energy at Juniper in recent months, [...]
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Juniper held its analyst day on Thursday (March 6, 2008), and the company was more polished and articulate than on previous occasions. The message that the “online revolution” has created a demand for a new vision of network/computer coupling is strong and was supported strongly by a T-Systems speaker, but not seized as effectively by [...]
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Juniper today announced a significant shift in the traditional architecture of routers, one that allows an external server (the JCS 1200) to provide control plane processing for forwarding-plane networks created on Juniper’s line of routers. Traditional router architecture has used either an integrated processor for both data forwarding and control processing, or a separate board [...]
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