September 25 2007: Juniper has released two new members of its Ethernet family, giving Juniper the full range of product capacities it needs to be a credible player in the carrier Ethernet market. In the announcement, Juniper made no specific mention of the two emerging carrier-Ethernet standards PBB and PBT, but the products’ features seem to make it clear that Juniper has designed them with both capabilities in mind. Juniper’s comment is that they “will support what the customer requires”. It is fair to say that Juniper has been historically reluctant to embrace a standard until it has been fully ratified (which neither PBB nor PBT are at this point), but it’s also fair to say that our own research shows almost universal provider interest in, if not support of, both these technologies. The question now is whether Juniper can sustain carrier Ethernet dialogs without specific support of PBT, in particular. A related question is whether Cisco will now move more aggressively on PBT to overhang the Juniper announcement. As we noted below, there is already a Cisco/UBS brief scheduled for today, and this might be a forum Cisco would use to take a position on PBT.
Juniper Networks press release