I read the SDWAN report and Juniper is nowhere in the market.
What is Juniper story? Will they buy Versa??
4 replies (most recent on top)
Our SD-WAN strategy has not been terrible. And for the love of God, don’t let Corp Strat (C-ap Strat?) do any more acquisitions. $165M for Aurrion - poof, down the drain. We’re going to need to sell a lot of Mist APs to make up for the last 15 years of bad acquisitions.
Yes, we’ve had little success in SD-WAN, but we haven’t invested much in it either.
Let’s just maximize cash flow and close this SOB out. If you want growth, run along and look somewhere else.
Versa is among the few remaining and credible SDWAN start-ups that haven't been acquired yet.
If not Juniper, someone else must be thinking of buying them - Arista hasn't got SDWAN in its portfolio yet!
https://www.investors.com/news/technology/how-arista-networks-could-take-on-cisco-in-totally-new-market/
Juniper missed the SD-WAN boat in a huge way, and tried to buy their way in already. Several times. Contrail. WANDL. The list goes on and on.
Given the massive flops they've seen in that regard, the last thing they should be doing is buying yet another ugly GUI plastered over a clumsy RESTful API for people to be disappointed in.
SDN is RR's weird fetish. He needs to stop.
Juniper should buy versa for about $500M