Looks like Juniper execs thoroughly fooled Neri with their AI BS. One garbage company acquiring another dying legacy cr-p.
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@lmz Good God. If you think that HP has ANY product that can compete with Mist/Apstra you are absolutely out of your mind. Look at Gartner...ANY of their reports and Juniper is #1, and HPE is ALWAYS looking up.
Why do you think HPE bought Juniper? Because every time Juniper goes against HPE, they win. It's not opinion. Straight up facts. Prove me wrong.
And before you start crying your HPE cry, remember Gartner is an independent company in which BOTH companies pay NO money to.
Let that sink in.
And before you come back with another nonsensical post., let me know when HP products on the Aruba Central side can do open API. So there is NO WAY that can be migrated into Mist. What does that tell you about the product? (in parallel with the acquisition).
But HPE is up 20%, even above $20 for the first time since forever. So how do you explain that?
You all are really funny
Antonio Neri quote: "The combination is expected to achieve operating efficiencies and run-rate annual cost synergies of $450 million within 36 months post close."
That pretty much says it all doesn't it? What, you aren't convinced?
Juniper MIST AI is hot garbage that no one will use. QFX-Apstra is the only thing worth something. SRX is dated, A128-SSRs lacking features, Cloud Security Configuration is nothing, 14 billion is a huge unforgivable mistake by HPE. WFR and consolidation is coming. HPE should have bought Arista. HPE needs new management or the ship is lost.
Absolutely agree. If there is one thing Juniper is capable of, it's using the right kind of narrative and words to fool anyone. By experience I can tell you that this trait will become recognisable over the course of time. But Juniper's CEO and executives are skillful enough to act with urgency, so by the time it becomes apparent, the damage is already done.