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Can Second-Tier Vendors Win in a DCI-Centric Model of Infrastructure Evolution?

Juniper had a Wall Street event earlier this week and analysts used terms like “constructive” and “realistic” to describe what the company said.  The central focus in a technical sense was SDN and the cloud, not separately as much as in combination.  Juniper’s estimates for growth through 2019 were slightly ahead of Street consensus, so the question is whether the characterizations of Street analysts are justified, not only for Juniper but for other wannabe network vendors still chasing the market leaders.


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