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Juniper: the big winner if Nortel goes under?

By Cisco Subnet on Mon, 12/29/08 - 3:13pm.
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Several network gear vendors (including Cisco) would have a lot to gain if Nortel filed for bankruptcy. But one analyst firm says Juniper has the most to gain from Nortel's tenuous financial position, according to a bulletin issued this month by Oppenheimer & Co. Juniper is also the company in the best position to capitalize on Nortel's poor fortunes, says Oppenheimer.

Juniper is aggressively recruiting Nortel's channel partners as the company grapples with a decision on whether to file for bankruptcy. Nortel has reportedly received bids for its Metro Ethernet Networks business, which the company put on the block in September and it may look to sell off more assets. Juniper's overlap with Nortel is primarily in switching, routing and security, Oppenheimer notes.

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I believe I hear a merger

0

I believe I hear a merger rustling in the brush ;-)

should i sell my shares in

0

should i sell my shares in nt

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The Cisco Subnet blog is written by Network World managing editor Jim Duffy and is the official blog of Network World's Cisco Subnet community. The Cisco Subnet site is managed by Online Community Editor Julie Bort. Cisco Subnet is the independent voice of Cisco customers and is your gateway to daily Cisco news, blogs, opinion, books, prize giveaways and more. Visit the Cisco Subnet home page daily and while you are there, subscribe to the Cisco Alert e-mail newsletter, which includes news and views generated by the Cisco Subnet community as well as Cisco-related stories on Network World and elsewhere on the Web.