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Wednesday, April 6, 2011

Juniper Unveils Mobile Solution

Juniper Networks Inc. (JNPR - Analyst Report) recently introduced its TCA Series Timing Appliance portfolio, which will provide precision timing and synchronization for time-sensitive applications. The portfolio will provide sub-microsecond time and phase accuracy to mobile networks.

TCA Series is based on the technology acquired from Brilliant Telecommunications and comprises TCA8000 Timing Servers, TCA6000 Timing Clients and SyncEMS Management Software. It will help service providers determine faults in mobile networks and enhance mobile Internet applications.

The new technology will also help reduce the number of dropped calls, excessive call setup times as well as inefficient usage of networks. With its many capabilities, we expect TCA Series to have many takers, particularly among 2G, 3G and 4G players in mobile networks.

Management expects customer demand to remain healthy going forward, driving gains in the networking and cloud computing markets.

Juniper’s carrier business has benefited from the increase in demand for its MX 3D routers, which appear lucrative given some old business that it has recaptured.

The company’s ability to meet demand has also helped it deliver strong numbers. Juniper’s enterprise business also continues to grow, on the back of its EX switch and SRX security platforms.

However, competitive pressure forced Juniper to provide a lackluster first quarter guidance.

Moreover, Juniper’s European exposure may have some adverse effect on results, given the fact that it generates around 29% of total revenue from Europe. We believe the prevailing economic turmoil in Europe could keep capital expenditure under pressure.

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