A submission to Judge Casey Potts will be made shortly by the DoJ requesting a dismissal as HPE and JNPR have agreed to sell off certain assets to alleviate the DoJs fears. In short, the trademark and several assets of Mist will be spun off while HPE will be able to keep some of the Mist AI technology that can be embedded into Aruba. This will be a fork in the road and both entities will go their separate ways.
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large public companies sharing markets will have product overlaps each and every time. nothing unusual here. Just a matter of agreeing on the strategy and push the Go button.
no different from Cisco and Splunk having overlapping services around big data (well Cisco's su-ked so no wonder). or once upon a time, it's not like HP didn't have networking products before they acquired Aruba. nature of the beast blabla.
so the question is what do you keep and what do you spin out. I have no doubt this is the fight happening behind the scenes. I have some insights into it based simply on the organizational dynamics I currently observe, but have no clue when it comes to the outcome, other than the fight is hardest I have observed with people in the overlap product lines fighting behind the scenes... and possibly doing the best they can to boycott the deal of they personally end up in what they consider a disadvantegous situation
what I observe is that the Mist stalwarts seem to possibly be organizing themselves for independence. the product naming is getting streamlined for a possible separation. certainly a reorg ahead... I don't know but I sense it.
it shall be an interesting month.
it seems clear "Mist Man" uses the name to create the false impression he works for Juniper Mist. Clearly doesn't.
Clearly has no clue of anything real. Not one of his charlatan predictions has ever once even remotely come. to happen.
His fake disclosure of supposed deal insights only serve the purpose of creating the impression someknemjn Juniper management is violating confidentiality.
At this stage, Mist Man could be prosecuted for fraud, most likely, and his real ID could be sub-poenad.
ha ha dr. gartner can micromanage this one
@OP this sounds like what Aruba sales reps have been telling Mist customers (falsely) for the last 1.5 years to try and keep the Central product on life support.
@d2 that is laughable. Juniper is terrible at marketing, AI became very popular after Mist was acquired but in terms of separation of hype from hyperbole: pretty much every Mist customer gives very positive referrals to other customers.
Maybe Dr. Gartner can save the day?
I'm hearing similar rumors. Not exactly clear what is spun out, but not sounding too good. Even without the DOJ nonsense, we all knew it wouldn't be pretty with all of the overlap. I'm guessing that the Aruba sales teams will essentially be the enterprise reps, and say goodbye to the Mist overlay teams. SP sales team is probably the place to be now
The lawyers are meeting today on this.
Pi---d Man .. does anyone care anymore ? Sadly there are some AA's and CK's at Juniper that really believe the MIST model is all they need to do to sell to everyone, with all product, dragged in by an excitable battery operated bouncer. It doesn't work. Sad really
This is so d-mb I’m almost (almost!) inclined to believe it. But this is more likely a competitor worried about losing a big deal to Mist and spreading a rumor the sales person can repeat to the customer.
Mist needs the money of a larger company, Juniper needs the tech. Mist on its own won't be able to sustain itself. Aruba may need some tech but on its own it has a much larger customer base. The hype around Mist is not seen in the balance sheet. What it succeeds at is good marketing.
Obviously FUD from an outsider / competitor.
So the solution is to break up Mist and have both JNPR and HPE compete against it? Mist is tiny. It doesn't make sense.
This is what I heard today. I’m not sure what it means with respect to closure of the deal.