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New data on the state of the Ethernet-switching market surfaced yesterday and today.
First, Dell’Oro Group reported that the Ethernet-switching market grew sequentially at a 20-percent clip in the fourth quarter of 2009. As a result, Cisco, HP, and Juniper were said to have added $600 million in incremental revenue.
Said Alan Weckel, [...]
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Some of the other vendors involved in the bg and bh work include 3Com, Blade Network Technologies, Brocade, Dell, Extreme Networks, IBM, Intel, Juniper …
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Every company worth its salt — and many others besides — has a contingency plan. The fact is, there’s a Plan A, there’s a Plan B, and sometimes there are Plans C, D, and E.
The world rarely conforms to our wishes, and we must adapt accordingly.
So, it’s no surprise that Mike Klayko, CEO of [...]
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Well, one financial analyst believes so. Ittai Kidron, an analyst with Oppenheimer, is so confident about Juniper’s prospects that he upgraded the company’s shares last Friday. Kidron believes that an uptick in service provider spending in 2010 will fuel Juniper’s growth so he upgraded the company’s rating to “Outperform” from “Perform.”
Carrier spending is not the only area that could produce benefits for Juniper. Oppenheimer believes that ongoing data center consolidation and virtualization will help the Sunnyvale, Ca.-based vendor gain a larger foothold in the enterprise market. Juniper suffered a minor setback last Thursday when Hewlett-Packard announced it would acquire the struggling 3Com. Industry insiders believe that Juniper may have missed out on an opportunity to be a consolidator in the network equipment market.
For more:
- CED has this article
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As I mentioned yesterday, HP didn’t get revolutionary, game-changing products and technologies from its $2.7-billion acquisition of 3Com, a company that has gone through more reinventions and market repositionings than Madonna.
In 3Com’s long and eventful history, it has gone from providing the original Ethernet adapters and hubs for enterprises and small businesses, to an [...]
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In announcing their OEM agreement today, Dell and Juniper Networks potentially have triggered an interesting sequence of events among vendors of enterprise servers and networking gear.
The deal itself will see Dell rebrand Juniper’s MX Series routers, EX Series Ethernet switches, and SRX Series services gateways as Dell PowerConnect products.
In many respects, the deal [...]
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We can respectfully argue as to whether 3Com will rise again as a meaningful contender in enterprise networking. My view is that 3Com won’t make the cut, but I respect the opposing positions others have taken.
Some of 3Com’s advocates point to its cash holdings, its low debt, its standing as a low-cost enterprise-networking alternative [...]
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