Thread regarding Juniper Networks Inc. layoffs

Palo alto networks considering buying Juniper

This is a big news. They are trying to offer $40/share.

They are interested routing (MX)/Switching with JunOS portfolio. They will migrate the srx customers to their firewalls and ki-l srx. Mist is a plus. Thrash 128 technolgies.

Why,
Doubling revenue to $10B. Improve operational efficient by firing execs, managers and just retain engineers. They are eliminating one competitor as well.

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Post ID: @OP+1fvcWMq6

10 replies (most recent on top)

Absolutely no chance this would happen. PAN wouldn’t want this deadbeat company

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Post ID: @msrs+1fvcWMq6

Yes it is a better option for jnpr but the problem is anet or panw might not want it. They can do better on their own without taking over jnpr's current product lines.

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Post ID: @kewr+1fvcWMq6

@9hjx+1fvcWMq6,
I think Juniper getting acquired either by Arista or PANW is a better option rather remaining as a standalone company. Juniper's revenue growth -ve for the past few years and projected growth is 5% for next years. With this growth rate and immense competition and innovations outside, JNPR can't run as a standalone for a long time. If JNPR chooses to remain as a standalone, they will survive by doing acquisitions like Mist/128 technologies, create a buzz and sell for two years and repeat the pattern.
I am not seeing any more real differentiation from JNPR products, either they get acquired or slowly get ki---d. If not, send more jobs to India and survive for little longer.

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Post ID: @exzi+1fvcWMq6

OP, I like how you think. But this topic reminds me of a guy here a few years ago, who made this strong argument that arista should buy juniper because they did not have a router solution back then, and that was a good deal to them because they could also "eliminate one competitor". Well.. I hope this guy found a better way to join arista. lol

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Post ID: @9hjx+1fvcWMq6

If this were to happen they would get rid of the drag of doing ASICs and replace with merchant silicon.

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Post ID: @7bnc+1fvcWMq6

This will also position PANW to compete well against cisco and put pressure in all segments of cisco market.

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Post ID: @2wah+1fvcWMq6

That would be so special considering that Juniper bought NetScreen in 2004 and then migrated the product to Junos essentially ki----g it, while the core people left and formed Palo Alto and out competed Juniper in security.

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Post ID: @1qzp+1fvcWMq6

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