JNPR Presentation at MS/NSDQ Investor Presentation
Posted on 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.
Making it clear they are not in set top boxes, VoIP phones, mobile devices (as compared to CSCO.) Their belief is that there are major opportunties in the intersactions of separate networks. Today this is being seen in wireline and wireless, wireless and cable/MSO.
Their approach is on providing proven IP infrastructure and a single operating system. The claim is that the management platform has done much to lower costs for carriers and enterprises are interested in lowering costs the same way.
Not much of a story to grab onto vis a vis Cisco and it’s unclear what their differentation really is. They seem to be saying the total addressable market is $15B and will grow to $20B which means they can be a happy #2.
The company has reorganized and claim that they can give customers a direct link between their solutions and the development organization. No longer leading and focused on specific products in approaching customers. They are also trying to focus on key verticals like financial services and public sector.
If they spread themselves too thin they will get overwhelmed by Cisco. In a recent support meeting Juniper had two people and Cisco was there with 35.
The Q&A started to get a restless and asked about loss of market share in the core routing market. Do they have the right products in the market to gain back some share? A long rambling answer sounded like the answer was kind of no but that their 12-18 month product pipeline was good, they would make some acquisitions. They view the market as a duopoly where they can not worry so much about a few points of market share either way. But when finally pushed they said they would gain share but still injected a caveat or two which leaves you wondering.
In closing there were some positive comments regarding uptake of the recently released E320 with hints that some major large deals would be announced soon.
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