Investor To Juniper: 7 Changes You Should Make Right Now


Enterprise Switching, QFabric Need Attention, Too

Juniper's security strategy isn't the only one that needs to be shaken up a bit, Elliott Management urged.

Juniper's enterprise switching line -- and, especially, its QFabric data center fabric -- needs to be revisited, Elliott Management said, particularly as Juniper's overall switching share continues to sit at about 3 percent in a market "dominated by Cisco."

According to Elliott's report, Juniper has "overpromised and underdelivered" on the development and sales of QFabric, a product it spent two years and more than $100 million to make. The delayed launch of QFabric also gave Juniper competitors, including Cisco, Brocade and Arista, ample time to roll out their own data center fabric offerings, Elliott said.

"QFabric fell under scrutiny as a product that had failed to live up to its initial hype," the PDF reads.

 



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