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Cisco rival Juniper in for corporate makeover?

New logo, products on tap for big New York event, Forbes writes

By Cisco Subnet on Thu, 10/22/09 - 3:46pm.

Juniper will have a new look shortly and some significant new products, as it looks to spiff up its armor for the battle with Cisco into the 2010 decade. According to this Forbes post, the company's big announcement in New York next week will include a new logo, software, silicon and routers.

What it won't include -- anymore -- is a partnership with Starent Networks for LTE wireless infrastructure. Cisco took care of that last week.

In addition to the new logo, Forbes and our sources report that Juniper will unveil a new software development environment, called JUNOSpace, with three new applications; a next-generation ASIC developed under the code-name "Trinity"; 100G-ready carrier routers, presumably enhancements to the MX Ethernet platforms; an "F5-like" application accelerator/WAN optimizer with software keys, for the data center; and an update on its Stratus cloud computing initiative.

The announcement hits on all key phases of Juniper's business and strategy. The single image of JUNOS and Juniper's intention to build on that single software foundation; silicon for optimized execution of JUNOS code and for the "high-performance networking" mantra Juniper's been trumpeting for a couple of years now; 100G in anticipation of the new 40/100G Ethernet standards due early in 2010; and a continued push into the data center and cloud computing realm, the epitome of high-performance networking and computing. 

Looks like the only things missing are an LTE strategy... and maybe an FCoE strategy, but we'll expect at the very least a statement of direction on one or both next week.

Juniper declined to comment for us and for the Forbes story.

 

 

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"f5-like"

0
By Anon (not verified) on Thu, 10/22/2009 - 11:10pm.

Comments such as "an "F5-like" application accelerator/WAN optimizer with software keys" are strangeto hear.

Juniper bought Perabit for 337 million and since then the product has fallen off the map. Now they're creating a "f5-like" box with acceleration? Why?

F5 benefited from return-to-network purchases

0
By Brad Reese on Fri, 10/23/2009 - 12:35pm.

Mark SueRBC Capital Markets Managing Director - Mark Sue gave his take on F5's most recent quarter, "Expectations were high going in and F5 delivered with sequential revenue growth of +11% or $175M ahead of $160-$164M guidance and our street-high estimate of $163.9M as F5 benefited from return-to-network purchases and some catchup spend. December guidance is not too shabby with revenues expected between $182-$187M (+4% to +7%) vs. our prior estimate of $171M. Also, F5 announced a major $35M deal with a financial customer for network consolidation.

"Non-GAAP EPS of $0.50 (~$0.48 with normalized taxes) was still significantly higher than Consensus of $0.41. Revenue mix improved significantly with F5 showing strong product revenues (+14% QoQ) and services (+6% QoQ). EPS guidance for the December quarter is $0.47-$0.49 vs. consensus of $0.43. New operating margins guidance is 30% vs. 28% despite headcount additions."

Sue continued, "The sequential revenue uptick in the quarter was broadbased and across all regions. North America (56%) increased +11% QoQ, EMEA (22%) rose +6% QoQ while APAC (13%) increased +11% QoQ. Japan (9%) improved +25% QoQ, returning to sequential growth. ARX revenues continued to grow to $5.4M (+8% QoQ). FirePass increased sequentially to $7.1M (+31% QoQ). While sales to the financial vertical declined to 15% of sales (-21% QoQ) from 21% last quarter, revenues from telcos increased to $42M (+6% QoQ) contributing to 24% of sales. The Government vertical was strong at $26.3M driven by the federal budget yearend.

"Gross margins helped by new products improved from 79.5% to 80%. Operating margins were also healthy improving from 27.7% to 31.7% due to higher revenues. F5 added 40 employees during the quarter and plans to add incremental 60-80 employees near-term."

Sue added, "Our CY2010 revenue estimate increases from $711M to $782M (+16% YoY) and our EPS from $1.80 to $2.05. We are introducing CY2011 revenues of $868M (+11% YoY) and EPS of $2.36. Our price target of $49 is 24X our CY10 EPS. F5 has $7.25 in cash/share."

Sue concluded, "Feedback on F5's new hardware and software remains favorable and the Company maintains its high win rate. We're constructive on the outlook and encouraged by F5's financial model; we're waiting for meaningful pullback in the shares before returning to a formal positive posture."

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Sincerely,

Brad Reese on Cisco
Network World Cisco Subnet
BradReese.Com Cisco Refurbished

Where or where is Brad?

0
By Anon (not verified) on Thu, 10/22/2009 - 11:29pm.

Brad, I was waiting to see your article on Juniper? Ohh yeah, I forgot, I should stop waiting for anything remotely disheartening for those against Cisco.

http://www.reuters.com/article/marketsNews/idCNN2250459620091023?rpc=44

Juniper
"Revenue for the quarter ended Sept. 30 fell 13 percent from a year earlier to $823.9 million"

"Net income fell to $83.8 million, or 16 cents per share, from $148.5 million, or 27 cents a share, in the year-ago quarter."

So sales down 13%, yet income down 44%?

Let's see how Cisco does on the uptick. Earnings to be released November 4th.

I bet you won't see revenue slide 40+%

I never thought I was that hard to track

0
By Brad Reese on Fri, 10/23/2009 - 12:18pm.

Gee,

I never thought I was that hard to track!

as well as

Juniper balance sheet metrics remain squeaky clean

Cisco is extremely lucky that all of its competitors are asleep at the wheel.

Obviously, Cisco stockholders are getting richer than Juniper stockholders!

Cisco stockholders are getting richer than Juniper stockholders

Sincerely,

Brad Reese on Cisco
Network World Cisco Subnet
BradReese.Com Cisco Refurbished

That's it?

0
By Anon (not verified) on Mon, 10/26/2009 - 11:08pm.

Where was the comment about Juniper's numbers Brad? Revenue down 44% That's big enough for even you to write an article about.

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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.