Monday, November 14, 2005

Is this odd to anyone else?

Juniper Gets Into $122M Funk


I just don't know what to say about this one. I don't see the fit. The only guess I have is that they are trying to replace all the Netscreen Engineers that I've heard rummors of leaving. But these are not the same type of engineers. But that doesn't make any sence either, because they'll need to continue to support Funk's software.

Juniper keepsing trying to get into the enterprise market, but unwilling to go with the lower margin answer, ethernet switches. I'm sure for every router/firewall/aaa server a company buys they buy 10 switches. Ethernet is the key and Juniper doesn't want to go there. If Juniper want to survive the enterprise market they are going to strart selling switches even if they have to sell them at a loss. Enterprises want a complete solution / partner. Juniper is still not there yet.

Full disclosure: Cisco is having the same growing pains trying to get into the SMB maket. See LinksysOne

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