May 19 2008 2:07PM GMT
Posted by: Tom Nolle
Juniper,
IPsphere
Juniper Networks and Net One Systems have announced the CONTENTsphere Field Trial Cookbook, a collaboration between the two companies to generate an implementation of IPsphere’s content distribution field trial, authorized by the body in the plenary meeting last September. A contribution on the Cookbook is being presented this week at the Stockholm IPSF plenary. The move is important because up to now no vendor has announced an implementation of IPsphere, even Juniper, which was the force behind starting the body about three years ago. This may also signal increased interest in the software space by Juniper, which could be positive for the company’s strategic directions. The question now will be what other vendors in the IPSF do, and what the providers do to encourage other implementations. We expect some insight out of the meetings this week in Stockholm.
Mar 26 2008 12:18PM GMT
Posted by: Tom Nolle
Juniper,
Routers,
Switches
David Yen, a kingpin in Sun’s revitalized microprocessor program, is leaving Sun for Juniper, where he will be an executive VP of Emerging Technologies, a move that certainly means that Juniper will be doing more original work with microprocessors and/or network processors. There has been a lot of new energy at Juniper in recent months, suggesting that the company is about to make some aggressive moves in the market to sustain its growth and take advantage of loss of market momentum by its mobile-exposed competitors.
Mar 10 2008 2:39PM GMT
Posted by: Tom Nolle
Juniper,
Routers,
Carrier Ethernet
Juniper held its analyst day on Thursday (March 6, 2008), and the company was more polished and articulate than on previous occasions. The message that the “online revolution” has created a demand for a new vision of network/computer coupling is strong and was supported strongly by a T-Systems speaker, but not seized as effectively by Juniper as we’d have liked. Juniper also failed to leverage clear references by T-Systems to IPsphere and TMF standards work, and in the former Juniper has credibility. However, the message was there, and it’s clear that Juniper gets it, but the company needs to articulate it more clearly. In the area of the new Ethernet EX products, Juniper articulated a strong channel program that has credibility as the go-to-market strategy for the EX, lifting our fear that it believed its software partners, IBM, Microsoft and Oracle, were going to sell it. All in all, it was a positive step for Juniper.
Feb 25 2008 11:47PM GMT
Posted by: Tom Nolle
control plane,
Juniper,
Routers
Juniper today announced a significant shift in the traditional architecture of routers, one that allows an external server (the JCS 1200) to provide control plane processing for forwarding-plane networks created on Juniper’s line of routers. Traditional router architecture has used either an integrated processor for both data forwarding and control processing, or a separate board within the router for the control plane handling. The new architecture allows an enormous increase in the processing resources available to handle “control plane” activity, which includes the processing of management requests, topology updates, and other IP control packets. Since Juniper has previously announced an “Open Junos” architecture where developers can add logic to the Junos control plane software, this would appear to open the door to embed significant service and feature intelligence in network devices. This in turn could empower service providers to differentiate their services through these embedded features, or to sell access to them as a new revenue source.
Feb 7 2008 3:19PM GMT
Posted by: Tom Nolle
Juniper,
Cisco,
Routers
Cisco reported decent numbers for the current quarter but acknowledged the slowdown in orders that we predicted for the first half of this year. The company relies on enterprises for a large chunk of revenues, and that sector is very troubled by the credit crash and consumer concerns. We believe that spending for 2008 will recover in the second half. The slowdown will have its greatest impact on network vendors with a lot of enterprise exposure, but it will also make it difficult for Juniper to get quick traction with its new EX enterprise Ethernet line.
Jan 30 2008 3:48PM GMT
Posted by: Tom Nolle
Ethernet,
Juniper,
Switches
Juniper announced its long-awaited EX series of enterprise Ethernet switches, and marketing partnerships with Microsoft, IBM and Oracle. The move to enterprise switching was expected but the partnerships are more a surprise, though how well they will pan out for Juniper is yet to be seen. Juniper lost its COO, Steven Elop, to Microsoft in January, and it may be that there are links between the move and the partnership, though details again are lacking at this point.
