> > HPE will turn Juniper just like they turn 3com. > 3Com's death started almost a decade before HP acquired them. They were pretty much dead by the time that happened,
On Wed, Jan 10, 2024 at 2:38 PM Alexandre Figueira Guimaraes via juniper-nsp <[email protected]> wrote: > 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 > _______________________________________________ juniper-nsp mailing list [email protected] https://puck.nether.net/mailman/listinfo/juniper-nsp
