[j-nsp] Thanks for all the fish

[Aaron Gould]

https://newsroom.juniper.net/news/news-details/2024/HPE-to-Acquire-Juniper-Networks-to-Accelerate-AI-Driven-Innovation/

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