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Posted by Andre Kindness on November 17, 2010
Like the polar ice caps, the traditional edge of the network — supporting desktops, printers, APs, VoIP phones — is eroding and giving way to a virtual edge. With the thawing of IT spending, growth and availability of physical edge ports isn’t keeping up with devices connecting to the network; 802.11 and cellular will be the future of most connections for smartphones, notebooks, tablets, HVAC controls, point of sale, etc.
Juniper Networks has been slowly and methodically creating infrastructure to support this new paradigm and completed it with its latest acquisition. Belden agreed to Juniper’s offer to acquire Trapeze Networks, an enterprise wireless local area network (WLAN) system and division within Belden, for approximately $152 million. Jim Duffy’s articles, “Cisco's new WLAN competitor gets favorable reviews on move” and “Juniper buys WLAN pioneer Trapeze for $152 million,” provide some nice background information on the road Juniper traveled to pass up Meru and Aruba for Trapeze. This leaves Brocade, Extreme, and Enterasyswith Motorola, Meru, Aruba, Bluesocket, Aerohive, and Meraki as potential acquisitions to put them on par with HP and Cisco, who have their own WLAN solutions.
Much has been written in articles and blogs on how this acquisition was long overdue. Many believe Juniper has left money on the table by not bringing a WLAN solution in-house. However, Forrester believes that Juniper played its hand well by conservatively building up its portfolio and yet slipping itself into the perfect pole position for a tidal wave of empowerment. Specifically, we see that Juniper:
What does this mean for I&O managers? Juniper’s acquisition shines a light on a couple of key points:
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