What is everyones thoughts on the upcoming acquisition of Juniper Networks?
14 replies (most recent on top)
Another declining quarter by Juniper. It is rumored that Juniper has booked year end renewals early to get some positive momentum with merger with HPE. They don't want to report Q4 and merge into HPE sooner to hide their poor performance.
this whole acquisition of juniper by hpe appears to be a rather ill-judged move, my 2c on why...
the fit between the two does not appear to be exactly in the cards. HPE is out to expand its networking business, while juniper's products are not exactly close to what hpe offers at the moment. It's like trying to merge two disparate toolkits that just don't fit together. HPE may not go for further growth but end face with quite some difficulty instead in aligning juniper's products with its existing systems.
Also, juniper is not on sound footing at all. Sales are down, and they have even embarked on dismissing several of their employees. It just appears that hpe is buying something that is rather failing. This might require tons of resources of money and time to revitalize juniper and put the venture thrust on growth.
Another factor is the corp culture. The juniper people impulsively are into innovation-driven things, whereas HPE tends to leaning toward Traditional enterprise solutions. clash of two cultures may arise, and this may usually result in key persons leaving the house, especially the developers and engineers, mgmt, etc. Without them, the prospect of any value hpe hopes to draw in from juniper's technology is lost. hpe is quite focused on its hybrid it and as-a-service strategies, so this acquisition would have distracted them slackening their determination in those domains. With stiff competition lining up at the doors, including cisco, etc... i wish everyone the best but this will be tricky to pull off.
why are people downvoting this thread?
i mean it's just a question, and so many downvotes?
i dont get it
let’s be real—hpe’s history with acquisitions is... hit or miss. remember when they bought 3com? yeah, neither does anyone else. but hey, if they pull it off, they could become a networking powerhouse, going head-to-head with cisco, and that’d be fun to watch.
so yeah, it’s risky, but if they nail it, could be epic. if they don’t, well, it’ll be a billion-dollar "oops" moment.
Ever see The Purge? That's what it's gonna look like for the 30 days between close and offer letters.. On both sides. (HPE and JNPR) There's 100% redundancy.
It bumps jnpr by 40%, so all good. Any collateral damage is not my issue. Drill baby, drill!
Like sh-t scared
More like the Living Dead
Two old dying stars coming together to create a Blackhole!
It's so bad that HPE is on investors and internal employees to purchase more shares to help fund the acquisition.
There's something my father always taught me when I got my credit card: Don't spend more money than what you earn.
Not only is HPE in debt, which isn't really surprising nowadays frankly, but now they really don't know where they can get the money to fund empty promises. I guess their lender told them to go "fudge" themselves because they've reached their credit limit after a potential payment plan proposal.
Here's why Juniper needs to back out: Aruba failed, Silver Peak has failed, others have failed. HPE is clearly losing in that market space. If I were Juniper, I would be planning an exit strategy, not being absorbed and risking what little money they have left to make it absolutely worthless if the acquisition completes.
It's a lose-lose situation. HPE knows it's a terrible decision but they will spin it as positive to get investors interested. Watch... HPE is going to use this as a capital gains loss for their taxes so that they don't pay the government a penny.
Prepare for the worst. HPE should fire half of the leadership team at Juniper and move the base to Texas
Have fun with the SKUs. There goes a year of your life.
Get ready for rebranding or renaming of existing Juniper products.
It's just Yahoo now. For smart people there's nothing left to do. From now on it will be pointless arranging and rearranging to hide the measurables. Same as it ever was.