HPE will turn Juniper just like they turn 3com. you know the results.
att Alexandre ________________________________ De: juniper-nsp <[email protected]> em nome de Aaron Gould via juniper-nsp <[email protected]> Enviado: quarta-feira, 10 de janeiro de 2024 16:30 Para: [email protected] <[email protected]> Assunto: Re: [j-nsp] Thanks for all the fish https://urldefense.com/v3/__https://newsroom.juniper.net/news/news-details/2024/HPE-to-Acquire-Juniper-Networks-to-Accelerate-AI-Driven-Innovation/__;!!M3gv20Gt!cY_tIELb_GnFbX25Rob0JdOOa-DCsw5rdrDXQLZCHc5pbquwHK0zxmd1eBGJkltMjQg9rRZ5_SLSka5e9RqBfwazhmC0uXDs$ an MX with an HP label on it will seem so weird On 1/9/2024 2:55 AM, Saku Ytti via juniper-nsp wrote: > What do we think of HPE acquiring JNPR? > > > I guess it was given that something's gotta give, JNPR has lost to > dollar as an investment for more than 2 decades, which is not > sustainable in the way we model our economy. > > Out of all possible outcomes: > - JNPR suddenly starts to grow (how?) > - JNPR defaults > - JNPR gets acquired > > It's not the worst outcome, and from who acquires them, HPE isn't the > worst option, nor the best. I guess the best option would have been, > several large telcos buying it through a co-owned sister company, who > then are less interested in profits, and more interested in having a > device that works for them. Worst would probably have been Cisco, > Nokia, Huawei. > > I think the main concern is that SP business is kinda shitty business, > long sales times, low sales volumes, high requirements. But that's > also the side of JNPR that has USP. > > What is the future of NPU (Trio) and Pipeline (Paradise/Triton), why > would I, as HP exec, keep them alive? I need JNPR to put QFX in my DC > RFPs, I don't really care about SP markets, and I can realise some > savings by axing chip design and support. I think Trio is the best NPU > on the market, and I think we may have a real risk losing it, and no > mechanism that would guarantee new players surfacing to replace it. > > I do wish that JNPR had been more serious about how unsustainable it > is to lose to the dollar, and had tried more to capture markets. I > always suggested why not try Trio-PCI in newegg. Long tail is long, > maybe if you could buy it for 2-3k, there would be a new market of > Linux PCI users who want wire rate programmable features for multiple > ports? Maybe ESXi server integration for various pre-VPC protection > features at wire-rate? I think there might be a lot of potential in > NPU-PCI, perhaps even FAB-PCI, to have more ports than single NPU-PCI. > -- -Aaron _______________________________________________ juniper-nsp mailing list [email protected] https://urldefense.com/v3/__https://puck.nether.net/mailman/listinfo/juniper-nsp__;!!M3gv20Gt!cY_tIELb_GnFbX25Rob0JdOOa-DCsw5rdrDXQLZCHc5pbquwHK0zxmd1eBGJkltMjQg9rRZ5_SLSka5e9RqBfwazhuH6LnpG$ _______________________________________________ juniper-nsp mailing list [email protected] https://puck.nether.net/mailman/listinfo/juniper-nsp
