Uncommon Wisdom

Nov 2 2009   5:14PM GMT

Juniper/NSN joint venture and the LTE connection

Tom Nolle Tom Nolle Profile: Tom Nolle

Cries that Juniper must now match Cisco and Tellabs and buy a mobile-core player are ignoring a critical reality — and it’s not that Juniper’s new superchip can make its universal edge portfolio into an Enhanced Packet Core box (though it can).

The real issue with wireless, guys, is that you need a radio network. Through its close relationship with NSN (including metro, which after all is the “core” of Enhanced Packet Core, through its joint venture), Juniper has direct linkage with the radio network. NSN and Juniper actually make a pretty credible total mobile solution provider, stronger than either Tellabs or Cisco, providing that they can make the joint venture work effectively in that light.

NSN also adds professional services, which virtually all LTE deals are likely to mandate. All of this, to us, means that the real question is whether the Juniper/NSN joint venture will work effectively. While both companies blow kisses at the joint venture in their public comments, we’re still waiting to see substantive cooperation emerge.

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