What is Juniper's interest in Fungible? Is it just because PS.
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What’s the view of the success of the Contrail acquisition? Feels like it has been a modest net positive to me. Price not too high. Although I do think the main benefit is making us appear like disrupters to our customers.
@7gno+16KTfWZU: One could make the same argument for Contrail investment by Juniper. All decisions by Juniper are for the benefit of corrupt management, this should be pretty obvious to anyone who has worked in Juniper. If Fungible fails, Juniper will buy out the whole company. The only losers are Juniper shareholders.
Other than PS forcing Juniper to invest, I dont believe there is an investment strategy itself other than supporting PS. Interesting how this didnt really get into a conflict of interest issue
Juniper is not going to buy Fungible. It was an early investor in Fungible, it was a VC kind of investment. If Fungible gets taken over by a bigger company or goes IPO, Juniper will cash out. This is the reason for Juniper's share price increase in Fungible success.
But, there is no product synergy, it must invest and exit with multiplier return.
Juniper is one of the early investors in Fungible.
PS can force, I don't have any objections. Why Juniper is interested when it doesn't have a synergey with fungible?
Well, PS can force their venture arm to invest on it, its his interest, right?