This is not PRB, it is just his dad responding. ;-)
Ok, now for the stuff:
Scrapps is kinda right, with this statement:
David, Cisco & Bay are involved with Juniper Networks, here is the link, just click on the first hot link in the list and look under the team. I haven't roamed around this site much...yet.
The best way to look at it is that Juniper stole the best talent from these companies. They work for Juniper.
Juniper is actually very independent at the moment. They have hired the best of the best talent from Cisco (Toni Li[co-authored many core IETF RFCs], Dave Katz [father of EIGRP]), SUN, BAY, etc. In fact, the engineers hired on that were from Cisco are wealthy beyond beleif on their CSCO share holdings alone....they built Cisco, and were rewarded well. They did not jump ship to move up, but did so to start something fresh, and have access to the industry's best talent instead of competing with it. I have had several correspondances with Juniper talent now for about 9 months. My main concern with their success is not with the engineering people they hired (they are the best in the world), my concerns lie with whether or not a pool of briliant management has been collected who can piece it all together in a time-period that can compete with the next generation of data/voice/video networking technologies...they may be the ones leading the pack. They are the underdog in a pack of wolves at the moment. Cisco being pack leader. Li, Katz and others (they have some of SUN's kernal devopment people) are team players, who have built engineering powers in specific technologies for their parent companies back when it was a blue jeans, "make it work at no cost" atmosphere. Juniper will be something to behold if all goes to plan (The people I have talked with say they have confidence, otherwise they would not be there). Another thing about Juniper is that IMO it is less likely that they can be acquired. This is not a pump-and-dump company. The partners (the word employee just does not fit these guys) are there to bust-ass, and kick some in the process. Many are already very well off. And besides, I can't imagine them creating some of the best silicon the network world has seen to sell it back to the gorillas they just escaped from. They would not stay with the hypothetical purchasing company...and industry knows that.
My advice to Glenn (do you still have that letter I forwarded you from Juniper guy? Can you send it back to me please? thanks), Jeff, David, Scrapps, TIM, all, is to find a contact (full service broker if required) who follows Juniper closely and get in on any IPO from the ground up with this company. I have a feeling that when they go public (they are not in a hurry...deep pockets abound to get them off), they will be the big IPO hype play of the year, and any shares that make the market will be in the clouds.
Regards, PRB senior. ;-) |
