Like celestial bodies wandering the cosmos, networking vendors and wireless LAN vendors are drawn to each other’s inescapable gravity . Wired networking vendors have been buying wireless LAN vendors since the dawn of the wireless LAN controller. Cisco Systems, for instance, had little more to offer than Wi-FI hot spots until it bought Aironet in 1999. HP bought Colubris, and later acquired another WLAN product line with its 3Com deal. Enterasys Networks inherited a WLAN product line when it merged with SIemens Enterprise Networks. Extreme Networks and Brocade have OEM relationships with Motorola. Would it be terribly shocking if Motorola decided to buy Brocade or Extreme?
And now Juniper Networks has finally acknowledged its inescapable attraction to WLAN, announcing yesterday that it had struck a deal with Belden to buy Trapeze Networks for about $152 million. Belden, a network cable manufacturer, bought Trapeze two years ago for about $133 million.
Juniper has become a strong Cisco alternative in the campus networking space with its growing line of EX switches, but the nature of office networks is changing. A great many offices today still have plenty of Ethernet cables and ports pulled to every desk. But more and more of those offices also have a wireless LAN overlay, so that employees can unplug their laptops and carry them to a meeting or the lunch room without losing network access. Yours truly has that option today.
It’s only a matter of time before some enterprises decide to cut down on the number of ports they pull to desks and start replacing some of the switches in their wiring closets with WLAN access points. Juniper is expanding and future-proofing its foothold in campus networks by expanding into wireless LAN.
Juniper will also have an opportunity to integrate its wired networking products with Trapeze’s WLAN technology. Wired and wireless integration, for simplified deployment and management, has been much hyped about these past couple years, but very little has been done in the area.
For some ideas on how that integration might unfold, check out Andre Kindness’s Forrester Research blog.