Comments on: Ericsson Buying Juniper? http://gigaom.com/2006/03/15/ericsson-buying-juniper/ Trusted Insights and Conversations on the Next Wave of Technology Thu, 26 Nov 2009 19:44:08 +0000 http://wordpress.com/ hourly 1 By: Alok http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45970 Alok Tue, 10 Oct 2006 10:32:54 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45970 <p>It would start the big consolidation crunch, exactly the reverse of the 1999 bubble burst.</p> It would start the big consolidation crunch, exactly the reverse of the 1999 bubble burst.

]]> By: Victor Blake http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45969 Victor Blake Thu, 16 Mar 2006 15:25:46 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45969 <p>An excellent match. They both have blue boxes.</p> An excellent match. They both have blue boxes.

]]> By: Johan http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45968 Johan Thu, 16 Mar 2006 08:49:45 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45968 <p>Given the trend in the Telecom industry (convergence of wired/wireless/IP) I'd say it is a smart move by Ericsson to buy a company like Juniper. Ericsson has been reluctant to go into the "computer" side of the communications business before, but that is not the case anymore. </p> <p>I can't really say anything about the rumor itself other than it makes sense. I have not heard anything about this except from what's in the media (I work for Ericsson by the way, but nowhere near where such discussions are going on, so…and even if I HAD heard anything, I wouldn't be able to comment anyway ;-)</p> Given the trend in the Telecom industry (convergence of wired/wireless/IP) I’d say it is a smart move by Ericsson to buy a company like Juniper. Ericsson has been reluctant to go into the “computer” side of the communications business before, but that is not the case anymore.

I can’t really say anything about the rumor itself other than it makes sense. I have not heard anything about this except from what’s in the media (I work for Ericsson by the way, but nowhere near where such discussions are going on, so…and even if I HAD heard anything, I wouldn’t be able to comment anyway ;-)

]]> By: moo http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45967 moo Thu, 16 Mar 2006 05:59:20 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45967 <p>Given all the consolidation in the telecom service provider segment, this was bound to happen and seems like a smart strategy to take on Cisco and low cost Chinese competitors.</p> Given all the consolidation in the telecom service provider segment, this was bound to happen and seems like a smart strategy to take on Cisco and low cost Chinese competitors.

]]> By: Penguin http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45966 Penguin Thu, 16 Mar 2006 04:14:53 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45966 <p>no chance…</p> no chance…

]]> By: Paul Jardine http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45964 Paul Jardine Thu, 16 Mar 2006 02:06:29 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45964 <p>I'd say that Ericsson are in the IP fishing, but Juniper is a big fish to land. Still, if you're going to buy, buy big. My first instinct was that it seemed like a good move for Ericsson, but you're right about the dilutive effect, though there have been many deals that are more dilutive than this would be.</p> I’d say that Ericsson are in the IP fishing, but Juniper is a big fish to land. Still, if you’re going to buy, buy big. My first instinct was that it seemed like a good move for Ericsson, but you’re right about the dilutive effect, though there have been many deals that are more dilutive than this would be.

]]> By: Paul Jardine http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45965 Paul Jardine Thu, 16 Mar 2006 02:06:29 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45965 <p>I'd say that Ericsson are in the IP fishing, but Juniper is a big fish to land. Still, if you're going to buy, buy big. My first instinct was that it seemed like a good move for Ericsson, but you're right about the dilutive effect, though there have been many deals that are more dilutive than this would be.</p> I’d say that Ericsson are in the IP fishing, but Juniper is a big fish to land. Still, if you’re going to buy, buy big. My first instinct was that it seemed like a good move for Ericsson, but you’re right about the dilutive effect, though there have been many deals that are more dilutive than this would be.

]]> By: rick http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45963 rick Wed, 15 Mar 2006 21:58:36 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45963 <p>Leaves Nortel as a smaller player.</p> Leaves Nortel as a smaller player.

]]> By: rick http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45962 rick Wed, 15 Mar 2006 21:57:44 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45962 <p>On the surface, it looks like a very good move. Cisco has an end-to-end solution now that makes them very strong.</p> <p>An Ericsson and Juniper merger would do much the same.</p> <p>Excellent move iMO.</p> On the surface, it looks like a very good move. Cisco has an end-to-end solution now that makes them very strong.

An Ericsson and Juniper merger would do much the same.

Excellent move iMO.

]]> By: Mark Evans http://gigaom.com/2006/03/15/ericsson-buying-juniper/#comment-45961 Mark Evans Wed, 15 Mar 2006 21:43:24 +0000 http://gigaom.wordpress.com/2006/03/15/ericsson-buying-juniper/#comment-45961 <p>i'd be very surprised given ericsson is just starting to thrive again after some very tough years. if it did materialize, it may just set off the long-awaited consolidation among the large telecom equipment makers.</p> i’d be very surprised given ericsson is just starting to thrive again after some very tough years. if it did materialize, it may just set off the long-awaited consolidation among the large telecom equipment makers.

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