If Juniper would cut hardware margins and sell it at loss like PANW, probably would be able to have $50B revenue. But what's the point in burning shareholders money to cover the loss, while killing the market at same time?
That's no different than Ponzi scheme. It's sad to see most of tech industry operating in this mode, these days.
Switching is not good example. From irrelevant player in this market, Juniper bacame one of the leaders. Give credit, where credit is due.
Juniper outlived many and will continue to do so, as it operates in safe mode. Just needs to increase R&D and further impove products, that's what market needs - that's what will bring increased profits to shareholders.
Originally posted by @VNFc72Q-1ryz.