June 11, 2008
Juniper is a company that has amazed us with their ability to execute in a hyper-competitive market. However lately there are bits of data coming in that suggest they are facing some fresh headwinds. While they appear okay on the enterprise front the carrier business could be more punk. Cisco continues to execute very well [...]
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December 6, 2006
Presentation was given by Eddie Minshull, EVP WW Field Operations; been with Juniper for 6 years, was with Alcatel, Newbridge. The vision slide is indecipherable but shows some sort of virtuous cycle between Service Providers to Content Owners to the Enterprise. Put up Google, Yahoo, Vonage, MSN, YouTube as major strategic customers.
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