Juniper Networks CEO: We're In Execution Mode

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Will you need additional addressable markets in the short term? The way that EX expanded that band of market opportunity for Juniper, will you need to do that again?

Within the domain of networking, there are additional addressable markets I think we can tap into. QFabric and our EX switching give us a strong value proposition in the data center to meet networking demand. With Trapeze, we've expanded our wireless capability for the campus and branch. A third example is with our PTX supercore solution, where we've expanded from the core routing into some of the optical electronics and the optical domain. We're going to innovate in ways that expand the addressable market.

The optical piece and the enterprise wireless LAN piece are both addressable markets in which Juniper can grow adjacently. So where else do you see that same type of expansion in the short term, given your presence in data center or any of the directions you're expanding?

You look at the foundation we've laid with our data center architecture, we can handle everything from the fabric to the security to the connection to the WAN. I think there's certainly more to do in the area of security. I think on the service provider side, much of it is building out the addressable market with the scenarios that run on the edge of the network -- the way that these service providers implement their billing and policy management to billions of intelligent devices connected to the Internet. There are many, many areas where we will continue to innovate.

Is your executive team where you want it at this point?

We have a world-class leadership team at Juniper. We've been very thoughtful in how we've sequenced changes and also the caliber of talent we've brought in. I'm very pleased with the caliber of the leadership tam and I think that part of the momentum and the progress we've achieved this year is a credit to the work they've done.


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