"With one stroke, Juniper is devaluing Cisco's incumbency," says Tom Nolle, president of consultancy CIMI Corp. "They are positioning away from current technologies [such as FibreChannel and Infiniband] that have no accommodation to the fabric as a network backplane, or as the basis for future virtualization support.
"Cisco has a lot of collisions with incumbents," Nolle adds. "Juniper cannot hope to match Cisco in breadth so it is making that an asset instead of a liability. Juniper is timing its success with Stratus to the economy's recovery and to developing symbioses with partners."
Separately, UBS analyst Niko Theodosopoulos states in a bulletin: "The product targets large scale datacenters, offering an improvement of 10x versus current technologies, at least. Juniper is partnering with IBM on R&D for a total next-gen datacenter solution.
"We expect Stratus to be available in late 2010 or early 2011," Theodosopoulos adds. "While this is [about] two years away, the recession and standard delays for Fiber Channel over Ethernet make the plan seem reasonable in our view. We note Cisco will likely have an integrated blade server and Nexus datacenter offering by mid 2009 vs. the Juniper/IBM offering."
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Correction: This article as originally posted contained incorrect information about the Stratus project and the wrong surname of Juniper Networks' CEO. The story has been amended.