Juniper Will Be SDN Toaster, Not The Toast
With company leaders admitting that "if you don’t embrace the software-defined network (SDN) model, you’ll be in trouble," Juniper Networks now says will be rolling out a new strategy centered on SDNs in a few months; the move follows its $176 million acquisition of software networking start-up Contrail Systems last month. The SDN market is expected to balloon to $3.7 billion by 2016, predicts IDC. According to National Traders Association, this move will help Juniper recover from a less-than-satisfactory sales year that brought in $4.4 billion compared with Cisco‘s $36.3 billion.  In a business-model shift, Juniper plans to sell any new software based on usage, i.e., the amount of packets going through a system and the number of people using the network. This differs from its usual model of selling by the box.
 
The Bad/Good News For Global Wireless Capex
Global wireless operator capital-infrastructure spending this year will differ greatly by region, according to ABI Research. In North America, for example, capex will grow 2.1 percent, to $13.4 billion, as AT&T, Verizon Wireless, T-Mobile and others really start buying and deploying LTE equipment. However, in Western Europe, capex will contract 1.1 percent, due to maturing networks and economic uncertainty. As a result, total global wireless capex this year is expected to slide by 7 percent, to $98.6 billion, but LTE contracts could help the industry recover to $104.5 billion next year. Those vendors with LTE products either ready to sell or on the drawing board stand the best chance of boosting wireless networking orders.

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Levin Reads Tea Leaves on Starlink’s Place in BEAD

New Street Research analyst and Brookings nonresident senior fellow Blair Levin has been peppered with all sorts of questions about Donald Trump’s second term as president.

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