Thread regarding Juniper Networks Inc. layoffs

Nokia is known to buy scrap companies. Not cräp companies. Therefore juniper is not on their radar.

Bashing Arista is like spitting face up. You are only hurting yourself.

Arista has done many things right. Andy B has built a power house. JU runs a tight ship. Juniper can learn from them. If juniper and Arista join hands, cisco will run for the hills.

Thanks for the link, 3lny

Does not look like it:

https://www.cnbc.com/2018/04/13/arista-falls-after-cleveland-research-says-big-clients-moving-business.html

More likely to see that startup aquired.

@Tc7Gb5p-2vic

Are you on drugs or something?!?!!?!

Way you are heading, you'll conclude Juniper never even existed, and that you fathered your own father.

@Tc7Gb5p-2qad, thank you for the insightful comments. Makes complete sense. i also agree with @Tc7Gb5p-vxw - jnpr is now only a former tech giant and there’s even less hope to compete with Arista in the future.

Doubt it, those are often random and superficial, unless by some chance they have dedicated analyst for Juniper, which is very unlikely.

Check "restructuring costs" :

https://investor.juniper.net/investor-relations/press-releases/press-release-details/2018/Juniper-Networks-Reports-Preliminary-Fourth-Quarter-and-Fiscal-Year-2017-Financial-Results/default.aspx

Then check:

https://www.google.com/amp/s/mobile.reuters.com/article/amp/idUSFWN1Q30T1

Add two and two together, and you get idea. Doubt you would burn this much cash for nothing.

Credit Suisse PT says $21. They do not do these things lightly especially after a green q. Must have some reason related to pipeline. Time will tell

Don't agree about stock price. Juniper took same steps as Cisco and trimmed around 15% of workforce during last 2 quarters. That was not optimal, but they did it as last resort, along with increasing dividends. Wouldn't be surprised if they end up in similar ball park as Cisco, after those moves at ~$40 per share.

While all of you got your blood pressure up, you missed my response to the original post (OP).

No one will buy Juniper.

Juniper has made reasonably good revenue, and is profitable. Wallstreet does like this but juniper is not profitable enough. With eroding margins, it is clear to the financial sector and potential buyers or M&A partners that the technology is too outdated &/or proprietary. Further, low margin/high operational costs are not sustainable for growth. It also shows juniper cannot be competitive long term. So there you have the reasons why juniper is headed into gloomy future, and will be getting the sh-- kicked out in the next few quarters. If you work here get out now. If you own stock, sell and put your money in any AI / Machine Learning startup.

Probably merger, rather then buyout. Juniper is too big to be bought, but too small to buy other significant player. Seems to be the thing these days in tech industry.

@Tc7Gb5p-1trq . Yep. Could be a pump and dump too like the Nokia story. Realistically , do not see them getting bought for much of a premium. I hope they do because then I'd make a bit more money but I am not really hopefull. They have been hit by wall st. in 7 out of 8 last q-results. They still have two members of Elliott mgmt in board. The founding CTO is gone. Their product strategy is largely marketing slides rather than product on ground as many have pointed out in this forum. Nothing is impossible but a large premium buy-out looks unlikely - just one green quarter based solely on numbers will likely not do it unless it goes Nortel/Brocade/Alcatel way.

Just woke up in CA to read the nut-job on this thread barking endlessly about $5 billion revenue and if anyone has ever complained about bullying. He also appears to think that he is "Juniper" , thanking people the way he is for their service.

That is the trouble in this company: too many jokers with loud voices think they can push everybody around. Well, got news : Wall St. does not care!

Juniper faces increasing pressure from competitive peers Cisco Systems, Inc. (NASDAQ: CSCO) and Arista Networks Inc (NYSE: ANET)

https://finance.yahoo.com/news/juniper-networks-faces-ongoing-business-131507574.html

Welcome to real world where people actually think and not try to swear and shout at people at forums.

As someone else pointed out, going by the time line the nut job *-ttf-uho-1iup etc. does very likely reside in European time zone. And I also agree with the OP: if ttf etc. is the quality of people you guys have to work with on a daily basis , then we are way better off in US. His English gave me cancer.

Why would people jump from one company to another if an employer offers them training and a clear path of growth? No one in their right mind would do that unless they were laid off and are lying about it.

People in industry mostly resign against quality of management, not the company. Hence, the employee retention rate is a well-accepted valid parameter of how happy/unhappy people are in a given company. No amount of profanity or archetypal bullying tactics will change that fact.

Yeah, yeah, sure, sure... Cisco pretty much killed all EMEA offices in Western Europe, and outsorced/moved to Eastern Europe. Not sure whether Juniper will follow, but surely Cisco is no example to be followed when it comes to employee retention.

And yet somehow gravely ill & dying Juniper managed to hit 5 billion USD mark in 2017, first time in history. Imagine if it executed...

agree with @Tc7Gb5p-pmt . UDZ/AMD/ADZ are deluded if not liars or the same liar. Why would anyone NOT want to burn the bridge after a short stay? Juniper's employee retenetion is far, far worse than Cisco or Arista. I went to Juniper from Cisco in EMEA as the promises and entry money was glittering. But after seeing the culture and the company policy from a Grade 9 management position, I promptly went back to Cisco after 1.5 years. While there I also had an opportunity to study employee retention by looking at employee numbers and how quickly they change. Cisco's was at least 10 times lower than Juniper! Cisco pays for and actually supports employees to get trained on technology that are not Cisco. Every quarter us mangers get knocked on our head from upper management if our training budget has anything left in it. Try doing that at Juniper, unless things have changed drastically in the last 18 months!

As someone else pointed out UDZ/AMD/ADZ are either deluded or plain liars. They do not speak from data which is what people in this industry should. Anyone who "stays at Juniper for a long time" is either a Cisco reject (several upper management) or has no where else to go , scared of getting out of their comfort zones .

No one !

My personal view is Arista has many enemies... cisco, extreme, huawei, juniper etc.

And Juniper has one enemy... itself. Even so, Arista has prevailed. They have won BIG.

Why? Because We have had great opportunities with great ideas, but we have blown every one of them to bits. Contrail is the latest boondoggle. Soon it will be Fungible.

Go back in history and look how poorly we executed on great ideas. How about the acquisitions? We have buried so many great products and companies after acquiring them, it is pathetic.

Got to call your bluff here *-amd/udz/abz...

Compare https://quotes.wsj.com/JNPR and https://quotes.wsj.com/ANET before making wild claims. The truth is, at the moment, far better ways to invest in technology exist, over these two companies.

As for working at JNPR for a short time, not the case, but for many, it sure beats pickin’ cotton.

And yes, I use this forum to feel out stock sentiment as well. Selling Juniper would drive stock up, so probably that's what's this about - trying to dig out some insider info.

If that's going to happen, price tag will need to be redicilously high - giving the fact that Juniper is highly profitable (printing money basically) , with large intellectual property and valuable land/real estate assets.

Last time I checked, Juniper was one of the few companies in this business thay actually was making money (a lot of it) . People stay in Juniper far longer then in other companies, and even come back after exploring other opportunities . So, yes, a--hole migh be a right word... Who else burns all the bridges after departing, especially after short stay? Surely, there had to be major contribution during that time, everyone should be grateful for such honor.

The original post is an older post from another thread. Someone copy-pasted it here to start another conversation. Weird

There is always someone to buy downward companies and pick up the pieces. Look at Brocade, Alcatel et al. Some still around in name, some not. Of course, irrespective of the status, they are all has-beens.

Agree to some extent with the OP here. I worked for Juniper for over 12 years in EMEA and left recently for reasons he has mentioned and then some.

One quarterly result and Wall St. reaction is hardly a reflection of a company's culture and overall performance. That's where @Tc7Gb5p-amd is wrong and seems not only largely ignorant but also harboring a bullying attitude via profanity, so very common at Juniper these days. Too busy passing judgments about people at a public forum from behind the anonymity that it provides. Perfect Juniper way! These are the people who are taking the company down. OP's spot on about that!

Funny thing, Juniper hit 5 billion USD mark ravenue first time in history. Guess there will always be some a--*ole, that after the short stay, knew better than anyone else how things should run.

Honestly, sounds like personal frustration and grudge you may hold with someone.

Juniper may have been a top notch tech giant back in the day, but it is no more. Juniper lost it’s mojo when they got big and arrogant. Juniper got what it deserves because it is run by a group of idiots..

No one in their right mind will buy Juniper- The products s---. Even Junos is full of bugs. Proprietary silicon is just too expensive to compete.

BTW, Arista takes a big stinking shįt on Juniper, when they announce earnings every quarter.