Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (3009)	2/21/2002 8:13:54 PM
From: Ibexx	Read Replies (1) \| Respond to of 3350

February 19, 2002 IP or ATM for Wireless? By Joe McGarvey The relationship between mobile giant Ericsson and router specialist Juniper Networks is finally bearing fruit. Today, the joint venture formed by the two companies announced the availability of a new router that can function as a gateway between mobile networks and the Internet. The J20 is based on an edge router from Juniper and mobile-data software from Ericsson. It will be sold exclusively by Ericsson, which also resells Juniper's core and edge IP routers. The new product, according to Juniper officials, is part of the core-router maker's plan to help operators of mobile networks optimize their mostly voice networks for the delivery of data. "Juniper will enable mobile operators to transition to IP," says Mike Capuano, director of product marketing for Juniper. "The world is moving to an IP architecture, and we're going to accelerate that movement." In addition to the J20, Juniper's grand plan includes helping operators replace their mostly ATM-based networks with IP routers. Capuano says mobile operators need to make the same sort of transition that wireline operators started a few years ago. "We are saying, 'Cap investment in ATM, push switching to the edge and build out with IP in the core,'" says Capuano. Juniper primarily is targeting its mid-size and edge routers at mobile operators, with the intention of pushing its core systems at these players as their data demands increase. Juniper's migration strategy is largely the flip side of the strategies offered by ATM equipment makers, which promote the practice of running IP packets on top of ATM cells. Juniper, in contrast, is proposing an approach in which ATM flows are carriers across an IP core using MPLS tunnels. The J20 is designed to sit between mobile networks and the Internet, essentially acting as a session-management device that coordinates data traffic originating on mobile networks with Internet-based traffic pipes, such as corporate VPNs, says Capuano. The mobile announcement quickly follows the unveiling of a router and several features designed for the network edge, indicating that Juniper continues to expand it's revenue base beyond the core-routing market. In addition to edge-routing and mobile networks, Juniper also is pushing into the cable-network arena. Although the arrival of third-generation wireless services and the adoption of IPv6 have been delayed, Capuano says Juniper will begin to see significant revenue from its mobile efforts sometime this year. In a separate announcement, Juniper said it sold additional routers to China Mobile, one of the largest providers of wireless data services in the world. Ibexx