>
> I am aware of a few major orders of the ACX7024 that Juniper are working
> on. Of course, none of it will become materially evidential until the
> end of 2024. That said, I think HP will give the box a chance, as there
> is a market for it. They might just put a time line on it.
>
I doubt
On 1/11/24 02:56, Chris Kawchuk via juniper-nsp wrote:
Shall we start taking bets on what stays, and what goes?
I'm glad that Rami gets to stay as CEO for the networking side of
things. Good lad, that...
Again, ACX was never a competitor to the ASR920 which I know Mr Tinka was very fond
On 1/10/24 21:30, Aaron Gould via juniper-nsp wrote:
https://newsroom.juniper.net/news/news-details/2024/HPE-to-Acquire-Juniper-Networks-to-Accelerate-AI-Driven-Innovation/
Glad to see Rami will be staying on.
Considering Juniper's current market cap of US$9.5 billion, that US$14
billion
Shall we start taking bets on what stays, and what goes?
Here’s my List:
Stays:
PE/Edge Routing (MX/Trio) - Stays and continues development. Reasons stated
already in this thread. It’s the Swiss army knife to solve
$things-you-didn’t-even-know-you-needed-to-do for some future corner case, and
er just like they turn 3com.
>
> you know the results.
>
>
>
> att
> Alexandre
>
>
>
>
>
>
>
> De: juniper-nsp em nome de Aaron
> Gould via juniper-nsp
> Enviado: quarta-feira, 10 de janeiro de 2024 16:30
> Para:
On Wed, 10 Jan 2024 22:10:09 +,
"Giuliano C. Medalha via juniper-nsp" wrote:
> JUNIPER has 2 very powerful jewels that don't make any sense for HPe to throw
> them away.
you know every conpany that's acquired things this sort of thing about
themselves...
RARELY is it the reality that the
d McGovern
Sent: Wednesday, January 10, 2024 7:16 PM
To: Giuliano C. Medalha ; Alexandre Guimaraes
; juniper-nsp@puck.nether.net; Aaron Gould
Subject: Re: Re: [j-nsp] Thanks for all the fish
#1 jewel HPE (Aruba) is interested in is Juniper/MIST AI. MIST AI and ML is
also being integrated into
y 10, 2024 4:38 PM
To: juniper-nsp@puck.nether.net<mailto:juniper-nsp@puck.nether.net>; Aaron
Gould mailto:aar...@gvtc.com>>
Subject: Re: [j-nsp] Thanks for all the fish
HPE will turn Juniper just like they turn 3com.
you know the results.
att
Alexandre
___
4:38 PM
To: juniper-nsp@puck.nether.net; Aaron Gould
Subject: Re: [j-nsp] Thanks for all the fish
HPE will turn Juniper just like they turn 3com.
you know the results.
att
Alexandre
De: juniper-nsp em nome de Aaron Gould
via juniper-nsp
Enviado: quarta
HPE will turn Juniper just like they turn 3com.
you know the results.
att
Alexandre
De: juniper-nsp em nome de Aaron Gould
via juniper-nsp
Enviado: quarta-feira, 10 de janeiro de 2024 16:30
Para: juniper-nsp@puck.nether.net
Assunto: Re: [j-nsp] Thanks
https://newsroom.juniper.net/news/news-details/2024/HPE-to-Acquire-Juniper-Networks-to-Accelerate-AI-Driven-Innovation/
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
On 1/10/24 18:22, Tom Beecher wrote:
I wouldn't necessarily agree that was the wrong *technical* decision.
Unfortunately, it was a perfect scenario to be exploited for the
MBA-ification of everything that has greatly expanded in the past decade.
I agree.
Kind of like "not making a
>
> In our hubris to "decouple the control plane from the data plane (tm)",
> we, instead, decoupled the software/hardware integration from a single
> vendor.
>
I wouldn't necessarily agree that was the wrong *technical* decision.
Unfortunately, it was a perfect scenario to be exploited for the
On 1/10/24 09:04, Forrest Christian (List Account) wrote:
I find it frustrating that things one would expect to be included in
any layer 3 switch has become additional revenue opportunities.
"The switch hardware is $x. Oh you want the software too? Oh,
that's an additional cost. L3
On Tue, Jan 9, 2024, 4:22 AM Mark Tinka via juniper-nsp <
juniper-nsp@puck.nether.net> wrote:
> There is no shortage of cheap ports. The issue is how useful those ports
> are beyond just "speed".
>
I find it frustrating that things one would expect to be included in any
layer 3 switch has become
On Tue, 2024-01-09 at 10:55 +0200, Saku Ytti via juniper-nsp wrote:
> What do we think of HPE acquiring JNPR?
I'm just hoping the port checker gets updated to show which slots will
accept a fresh magenta cartridge in order to bring BGP back up...
(Just kidding -- but only because it's the wrong
> On Jan 9, 2024, at 7:22 AM, Mark Tinka via juniper-nsp
> wrote:
>
>
>
> On 1/9/24 11:47, Roger Wiklund wrote:
>
>>
>> Yeah the ISP business is no fun, I feel like everyone secretly wishes they
>> can start buying Huawei again, It seems it's all about the lowest price per
>> 100G/400G
On 1/9/24 11:47, Roger Wiklund wrote:
Yeah the ISP business is no fun, I feel like everyone secretly wishes
they can start buying Huawei again, It seems it's all about the
lowest price per 100G/400G port.
There is no shortage of cheap ports. The issue is how useful those ports
are
Not the first rumour of Juniper getting acquired. Last time it was Ericsson
and before that I think it was IBM or EMC, but perhaps this time it's the
real deal.
Juniper has been very successful in Enterprise with the Mist acquisition,
so I'm a bit surprised that the stock price is still stale.
On 1/9/24 10:55, 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
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
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