At least one financial analyst (Avian Securities) says Juniper is considering a bid for Bytemobile, a provider of specialty service tools and mobile optimization solutions for the wireless space. There could be significant symbiosis between Bytemobile and Junos Space, in our view.
Service-layer and handset technology are both part of Juniper’s latest launch (Junos Pulse is a handset client), and if Juniper had a strong position in the mobile service layer, it would be more than enough to establish the company as a player in the mobile space without any hardware acquisitions. The problem is that Juniper, like its rivals, isn’t much of a software company, historically, and doesn’t seem to articulate software and service-layer value propositions strongly. How much of that is a relatively easy-to-solve problem and how much is due to a deeper strategic disconnect is not clear. Others companies are said to be looking at Bytemobile (including Cisco), and a bidding war could drive up the price significantly.