[j-nsp] Thanks for all the fish

[Tom Beecher]

>
> I am aware of a few major orders of the ACX7024 that Juniper are working
> on. Of course, none of it will become materially evidential until the
> end of 2024. That said, I think HP will give the box a chance, as there
> is a market for it. They might just put a time line on it.
>

I doubt this deal closes before Q4, and neither party is legally allowed to
do anything prior to close under the assumption it will. So nothing really
will change near-ish term.

On Thu, Jan 11, 2024 at 6:25 AM Mark Tinka via juniper-nsp <
juniper-nsp at puck.nether.net> wrote:

>
>
> On 1/11/24 02:56, Chris Kawchuk via juniper-nsp wrote:
>
> > Shall we start taking bets on what stays, and what goes?
>
> I'm glad that Rami gets to stay as CEO for the networking side of
> things. Good lad, that...
> > Again, ACX was never a competitor to the ASR920 which I know Mr Tinka
> was very fond of. And the NCS540 "is the new ASR920”. There’s some long
> roads ahead for JNPR to wrestle back some of that marketshare.
>
> The whole Metro-E industry is currently a balls-up. All vendors seem to
> have met at a secret location that served 20-year old wine and agreed
> not to pursue any Metro-E platforms built around custom silicon.
>
> So really, what you are buying from either Cisco, Juniper, Nokia, Arista
> or Arrcus will be code maturity. No other differentiator.
>
> > ACX also did a ‘reboot’ of the product line in the 7000-series when they
> went Jericho, versus ACX5000 which (correct me if I’m wrong) that was
> QFX/Trident/Trident+ based and earlier ACX series which were
> $no-idea-i-didnt-look-very-hard-at-them…. so its almost “a new product”
> which may not have a lot of customer nor market traction; thus easier to
> kill off. Yes — even though previous generations of ACX did exist and
> likely had some customers..somewhere…., I know of absolutely nobody that
> bought them nor used them in anger for a large Metro-E/MPLS/eVPN/SR network
> role.
> >
> > I'm happy to be proven wrong on ACX; as I don’t like the idea of handing
> an entire market segment to a single vendor.
>
> I am aware of a few major orders of the ACX7024 that Juniper are working
> on. Of course, none of it will become materially evidential until the
> end of 2024. That said, I think HP will give the box a chance, as there
> is a market for it. They might just put a time line on it.
>
> And for once in Juniper's history, they are beginning to take the
> Metro-E network a little seriously, although probably a tad later than
> they should have.
>
> Mark.
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