Juniper missed their chance to buy this on the cheap. This company will be on the autcion block is 12 to 24 month, but at a much higher price. It is my understanding that these investment firms buy mis-managed companies on the cheap, replace all the managment and resale after the company turns around.
What is Juniper going to do for an Ethernet solution? Enterasys is off the table. That leaves foundary, extream, 3com, and force10. Or they can build inhouse, but if they were going to do that why haven't they yet?
Tuesday, November 15, 2005
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