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Juniper Networks

Juniper Networks, a global leader in network infrastructure, … is the common language running across every router, switch and security device that makes …

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The jury is out on Cisco; Juniper looks like a sensible buy today. … deeper than the router makers to find a pure-play investment in this sub-market. …

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The Juniper EX2200 series switches are a perfect solution for branch and remote offices … Now, Cisco having fifty plus versions of a switch plus all those …

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IPoDWDM involves putting a tunable DWDM interface on a router. … and Alcatel-Lucent (NYSE: ALU) and Juniper Networks Inc. (NYSE: JNPR) now support it as …

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Juniper introduced the industry's first 100 Gigabit Ethernet router interface card on the T Series T1600 core router in June, 2009. …

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Today, Cisco is not the only game in the multi-function router town. Other manufacturers, including Juniper Networks Inc., Hewlett Packard Development Co. …

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The Ethernet Switch J48E, which is a rebadged 48-port Gigabit Ethernet switch with optional 10 Gigabit Ethernet uplinks that is made by Juniper Networks, …

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Joint Interoperability Test Command

This from a recent press release:
SUNNYVALE, CA, Aug 04, 2010 (MARKETWIRE via COMTEX) — Juniper Networks(R)  (JNPR 28.31, -0.17, -0.60%) today announced that several of its routing, switching and circuit-to-packet solutions have been tested and certified by the U.S. Defense Information Systems Agency (DISA) Joint Interoperability Test Command (JITC) for interoperability with Defense Department [...]

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The worldwide service provider router market is entering a growth cycle that will see revenue increase by more than 60% over the next five years, according to Dell’Oro Group. After a sharp decline in 2009 driven by the global recession, the router market is experiencing strong demand as service providers increase the capacity of networks to accommodate growth of Internet traffic, the firm states. &…

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As expected, AT&T this week named Cisco among its three suppliers for the carrier’s IP/MPLS network “domain.” The other two are Juniper and Alcatel-Lucent. Read more

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Juniper Networks’ (NYSE: JNPR) luck this week could be taking a turn for the good by gaining a key role in AT&T’s (NYSE: T) network build out.

Although there has been no word on any financial details or deployment timeline, Juniper did say that it will be chosen as a supplier of IP, MPLS, Ethernet and Evolved Packet Core domain equipment.

Other than saying that AT&T and Juniper would announce details today, neither company would comment on the day, nor was any other information supplied.

Depending on how big and when the AT&T deal is to take place, a win at one of the U.S.’ largest service providers could give Juniper a boost after a poor Q3 2010 forecast drove shares down.

For more:
- Reuters has this article

Related articles:
Juniper Q2: Revenue up, but Q3 forecast disappoints analysts
Juniper buys small stake in ADVA Optical Networking
Juniper, NSN team for IPoDWDM-like effort
Juniper gains lead in Q4, but challenges remain
Juniper: Telco spending will come back in 2010

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Fueled by higher carrier infrastructure sales and a year-on-year uptick in its Ethernet access business, ADVA Optical Networking (Frankfurt: ADV.F) reported that its Q2 2010 revenues of $87.9 million were above guidance.  

Initial guidance had forecast revenues between $80.8 million and $87.2 million, up 18 percent vs. Q2 2009 at $74.6 million and up 8.6 percent vs. $81.1 million reported in Q1 2010.

“We are very pleased with our Q2 2010 revenues of $88 million, which exceed guidance and are up strongly, 8.6 percent vs. the previous quarter and 18.0 percent vs. Q2 2009,” said Jaswir Singh, chief financial officer & chief operating officer of ADVA Optical Networking in a release. “This development is driven by higher sales in carrier infrastructure equipment and also by a year-on-year pick-up of our Ethernet access business.”

One notable development that could help ADVA break into more accounts in the U.S. market was its partnership with Juniper Networks, which bought a small stake in the German company.

ADVA, however, did see some losses. The vendor’s pro forma gross margin at 41.0 percent of revenues came in below the 43.0 percent seen in Q1 2010.

Singh attributes the decline to “the weakening of the EUR against the USD, the transition of its well-established FSP 500 platform to the next-generation FSP 150 platform and elevated costs driven by investments in new growth opportunities, adding that “the impact of the changes in foreign currency exchange rates to our pro forma gross profitability was compensated by net gains from foreign currency hedging recorded below the operating-income line.”

Going forward, ADVA Optical Networking has projected that Q3 2010 revenues will come in between $96.2 million and $102.6 million with International Financial Reporting Standards (IFRS) pro forma operating income between two and six percent of revenues.

For more:
- see the earnings release here

Related articles:
ADVA beats Q1 2010 earnings guidance
Juniper buys small stake in ADVA Optical Networking
ADVA Optical brings light to KDDI’s managed WDM service
ADVA Optical: Carrier Ethernet sales drove 2009’s revenues
Merit Network lights up 10 Gbps core

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The maker of router and switches reported second quarter profit of $131 million … Excluding one-time items, Juniper earned 30 cents per share in the three …

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Cisco rival Juniper this week posted Q2 results that indicate a healthy return to spending on both the service provider and enterprise sides of the business. Juniper recorded revenue of $978.3 million for the quarter, up 24% from the second quarter of last year and well ahead of Street expectations of $953.6 million. Read more

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