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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