Looking forward, Juniper is expecting growth and transformation in the networking industry as it adapts to a "new equilibrium" represented by initiatives such as Infranet, an effort Juniper is spearheading through its creation of the Infranet Council in April. Along with supporters BT, HP, Oracle, Qwest and others, Juniper sees the infranet concept as fostering a universally available, completely interconnected network based on industry standards and delivering security, quality of service (QoS), and bandwidth using a single-packet infrastructure.
Looking at more near-term business opportunities, Kriens said Juniper is targeting four "areas of opportunity:" applications, devices, network processing and physical transport.
While more or less distinct today, Juniper sees these markets and the products and services developed to address these needs for customers as "blurring."
Based on its optimism about these markets and its current position, Juniper is projecting third-quarter revenues of $366-370 million, with a gross operating margin of about 70 percent.
In other Juniper news, yesterday Microsoft Corp. named Juniper as one of more than 25 industry partners who have signed on to Microsoft's Network Access Protection (NAP), an extensible, standards-based technology for securing enterprise networks. George Riedel, vice president of strategy and corporate development at Juniper said that, using NAP, Juniper will further the integration of user, application and network policy and enforcement.
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