Uncommon Wisdom:

Juniper


October 26, 2011  8:36 PM

Amazon earnings disappoint, Juniper opens OpenFlow



Posted by: Tom Nolle
Amazon, Amazon EC2, cloud provider, cloud revenue, EC2, Juniper, Juniper Networks, OpenFlow, QFabric, quarterly reports

Amazon's third quarter earnings disappointed almost everyone, and the fact that there were so many different views about just what was disappointing makes it all the more challenging to analyze. Many...

October 3, 2011  10:08 PM

More clouds, if that’s possible!



Posted by: Tom Nolle
cloud computing services, iPhone, Juniper, nosql, Oracle, service layer

Apple is expected to launch its iPhone 5 this week, and like all Apple events, this one is generating more than its share of speculation. It’s like a red carpet event for the Apple...


September 14, 2011  12:00 PM

Cisco continues Juniper criticism in attempt to control the dialog



Posted by: Tom Nolle
Cisco, data center fabric, HP, Huawei, Juniper

Cisco held its investor meeting yesterday, and the Street view of the event was considerably more favorable than its view of rival Juniper. Analysts appear to...


August 20, 2011  9:02 PM

HP exits the PC biz; other vendors orbit on data center/PC positions



Posted by: Tom Nolle
Brocade, Cisco, data center, Extreme, F5, HP, IBM, Juniper, Oracle, PCs

Well, revolutions are interesting at least, and we certainly have one now.  HP is exiting the PC business, spinning off its PC unit and doing some M&A to boost itself as a player in the...


June 16, 2011  1:46 AM

Ericsson’s OSS/BSS buy and the ripple effect on competitors



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Ericsson, Juniper, NSN, OSS/BSS, Telcordia

There was probably joy in finance-land when Ericsson made its move to acquire Telcordia. The company -- formerly Bell Communications Research or Bellcore -- was at the same time the “labs” of the RBOCs and the foundation for the support of and


May 17, 2011  1:58 AM

Cisco’s financials: Time for a proactive plan



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Juniper

Cisco reported its results, which the Street has described as those of a "company in transition." I disagree; they're the results of a market in transition and a company not yet transitioning. The signs of the conditions that have dumped Cisco's stock and fortunes have been clearly visible for...


May 5, 2011  12:54 PM

Brocade’s CloudPlex: Strong story, but architecture needs details



Posted by: Tom Nolle
Brocade, Cisco, cloud architecture, Cloud computing, Ethernet switching, Juniper, Virtualization

UBS released an Ethernet switching report that confirms the trends my surveys have shown for two years now—including the fact that the data center network evolution is driving enterprise network equipment spending. What my data has also shown is that enterprises are not likely to see data center...


April 19, 2011  1:41 PM

Looking behind Juniper’s new Emerging Technologies executive hire



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, emerging technologies, Juniper, service layer platforms, software, unified communications, Verizon Digital Media Service

While we don’t typically cover management changes and executive hires, I do think it’s significant that Juniper has announced a new VP (from Cisco) in a new position. Nawaf Bitar has been...


March 15, 2011  2:16 PM

Juniper’s QFabric security integration for the cloud and virtualization



Posted by: Tom Nolle
Cloud computing, cloud security, Cloud Services, Juniper, QFabric, Virtualization

Juniper provided analysts, including me, with some more color on their QFabric security integration. There are two dimensions to this. First it illustrates in some detail what a “service” is in QFabric terms, and second it illustrates the exploding complexity of security in a virtualization...


February 24, 2011  2:54 PM

HP and Juniper: On financials and the cloud



Posted by: Tom Nolle
cloud architecture, data center architecture, data center networking, Juniper, QFabric

It’s not uncommon to find a combination of good and bad news in the tech space. For example, on the bad side, we have HP’s numbers. On the good side,


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