Re: [j-nsp] Thanks for all the fish

>
> HPE will turn Juniper just like they turn 3com.
>

3Com's death started almost a decade before HP acquired them. They were
pretty much dead by the time that happened,



On Wed, Jan 10, 2024 at 2:38 PM Alexandre Figueira Guimaraes via
juniper-nsp <[email protected]> wrote:

> HPE will turn Juniper just like they turn 3com.
>
> you know the results.
>
>
>
> att
> Alexandre
>
>
>
>
>
>
> ________________________________
> De: juniper-nsp <[email protected]> em nome de Aaron
> Gould via juniper-nsp <[email protected]>
> Enviado: quarta-feira, 10 de janeiro de 2024 16:30
> Para: [email protected] <[email protected]>
> Assunto: Re: [j-nsp] Thanks for all the fish
>
>
> https://urldefense.com/v3/__https://newsroom.juniper.net/news/news-details/2024/HPE-to-Acquire-Juniper-Networks-to-Accelerate-AI-Driven-Innovation/__;!!M3gv20Gt!cY_tIELb_GnFbX25Rob0JdOOa-DCsw5rdrDXQLZCHc5pbquwHK0zxmd1eBGJkltMjQg9rRZ5_SLSka5e9RqBfwazhmC0uXDs$
>
> an MX with an HP label on it will seem so weird
>
>
> On 1/9/2024 2:55 AM, Saku Ytti via juniper-nsp wrote:
> > What do we think of HPE acquiring JNPR?
> >
> >
> > I guess it was given that something's gotta give, JNPR has lost to
> > dollar as an investment for more than 2 decades, which is not
> > sustainable in the way we model our economy.
> >
> > Out of all possible outcomes:
> >     - JNPR suddenly starts to grow (how?)
> >     - JNPR defaults
> >     - JNPR gets acquired
> >
> > It's not the worst outcome, and from who acquires them, HPE isn't the
> > worst option, nor the best. I guess the best option would have been,
> > several large telcos buying it through a co-owned sister company, who
> > then are less interested in profits, and more interested in having a
> > device that works for them. Worst would probably have been Cisco,
> > Nokia, Huawei.
> >
> > I think the main concern is that SP business is kinda shitty business,
> > long sales times, low sales volumes, high requirements. But that's
> > also the side of JNPR that has USP.
> >
> > What is the future of NPU (Trio) and Pipeline (Paradise/Triton), why
> > would I, as HP exec, keep them alive? I need JNPR to put QFX in my DC
> > RFPs, I don't really care about SP markets, and I can realise some
> > savings by axing chip design and support. I think Trio is the best NPU
> > on the market, and I think we may have a real risk losing it, and no
> > mechanism that would guarantee new players surfacing to replace it.
> >
> > I do wish that JNPR had been more serious about how unsustainable it
> > is to lose to the dollar, and had tried more to capture markets. I
> > always suggested why not try Trio-PCI in newegg. Long tail is long,
> > maybe if you could buy it for 2-3k, there would be a new market of
> > Linux PCI users who want wire rate programmable features for multiple
> > ports? Maybe ESXi server integration for various pre-VPC protection
> > features at wire-rate? I think there might be a lot of potential in
> > NPU-PCI, perhaps even FAB-PCI, to have more ports than single NPU-PCI.
> >
> --
> -Aaron
>
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