08.02.2010
So are enterprise and carrier networks getting more similar
Perdikou: We focus on customers with high-performance networking needs. If you look at the enterprise switching market, it's probably $21 billion, and we believe about half of that is addressable as high performance. Why Because the requirements of the enterprise are moving more to what service providers require -- scale, performance at scale, availability. I said to a financial company, "You know to a service provider a 911 call is life and death" and he said to me, "a financial transaction is life or death." So, when the customer believes that, the requirements are coming together.
Yen: I just came back from Greater China Mainland and Taiwan, and while it is not going to change overnight, the focus is on growing IP, growing Ethernet.The announcement you made recently about the MX 3D was about scaling Ethernet for carriers, right
Perdikou: Yes, and it's interesting because when the market for carrier Ethernet started to open up, people that had switching for LAN environments said, "Oh, we can use these existing products there." One, we didn't have switching at that time, but two, we didn't believe that anyway. Ethernet is the transport but you have to build in flexibility and programmability, and that's what we did with the MX3D. We believe it's the first universal edge in the industry that truly meets what the universal edge was envisioned to be. If you're going to deliver a lot of video traffic, you will have fewer subscribers with a lot more bandwidth each. If you're going to deliver mobile voice traffic you want a large number of subscribers that use a small amount of bandwidth.
So, the fungability between services and subscribers and bandwidth enables service providers to build networks that are open and flexible with the right level of security and the right level of functionality. And the fact that we have Junos Software in the MX and across the product lines, and in security and in the switching, is another industry first and differentiates us in total cost of ownership in a huge way.