I was in New York yesterday to attend Juniper Networks' big product introduction. If you haven't heard, Juniper announced a new line of Ethernet switches, from small access switches to big data center and core switches.
While I believe this is very good news for Juniper, I couldn't help but overhear some of the lugubrious pontifications of other industry and financial analysts. I expect the "glass half full" crowd to say things like:
1. Big deal, there are already a lot of Ethernet switching companies, so Juniper is just piling onto an existing market. This isn'… Read more