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From the category archives:
Like rival Cisco, Juniper is expected to cut its workforce as spending among key customers declines. In a bulletin issued this week, investment firm UBS states that Juniper may cut 10% of its 9,300-strong workforce to reduce expenses and boost profitab…
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I know some of my Anon detractors will be thrilled with this news: I’m going on vacation for two weeks! So this will likely be the last post in “The Cisco Connection” until August 29. Enjoy the rest of the summer!
I leave you with this — the first in …
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So it appears enterprise IT spending is pretty healthy despite the challenges of some of Cisco’s peers. Cisco itself doesn’t appear to see any downturn, given the impressive results in its fiscal fourth quarter. Read more
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We all know what’s happening in the stock market and the economy after the debt ceiling debate and the lowered US credit rating from Standard and Poor’s. But is this indicative of the direction of IT spending? Read more
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Has Juniper caught the Cisco ‘flu?’ It appears that many of the same issues affecting Cisco are also afflicting Juniper two quarters into 2011. Read more
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It was a cleaner software foundation that attracted former Microsoft executive Bob Muglia to Cisco rival Juniper Networks. That, and the fact that he was familiar with many executives at Juniper from his days at Microsoft. Read more
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Juniper’s second quarter may lack some luster due to lower demand among service providers and enterprises, according to investment form UBS. UBS states in a quarterly preview bulletin that its “checks” show a product transition challenge in switching …
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Cisco says it is effectively fending off HP and Juniper as it grapples with a significant product transition in Ethernet switching. The transition, in which customers are opting for new lower margin, higher performing Catalyst and Nexus switches over o…
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The service provider core router market is expected to undergo an upgrade cycle as 100Gbps Ethernet gains in adoption. This could build on the 11% growth the market realized in Q1, its fifth consecutive quarter of double-digit year-over-year growth, ac…
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First, it was distracted by entering too many new markets. Now it’s distracted by exiting them. Read more
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Customers accuse Cisco of intimidation when they did not buy anything, or enough from, the world’s leading and largest networking company. According to this Bloomberg story, Cisco questioned the competency of IT and networking officials at companies th…
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The service provider router and switch market grew 9% in Q1 to about $2.65 billion, according to two market research firms. Cisco retained the lead in both but Juniper won back the No. 2 spot in edge routing from Alcatel-Lucent, according to ACG Resear…
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Ethernet switching declined 8% in the first quarter from last year, and 12% from Q4 2010, according to bulletins issued by two investment firms in recent days. And given Cisco’s weak outlook for its fiscal fourth quarter, the market may languish in the…
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David Yen left Juniper for personal reasons. QFabric, which is really Founder and CTO Pradeep Sindhu’s baby, will go on without him and his departure does not signal anything amiss in Juniper’s data center/cloud fabric strategy. Read more
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