08.02.2010
Cisco is already very dominant as a data center intranetworking provider, while Juniper has very little share. So where is Cisco's motivation to say, "Let's introduce a fundamentally new architecture to revamp the whole thing." Moving the money from your left pocket into your right pocket is not going to make you any richer. So, the business incentive for Cisco to significantly invest in a very fast pace of evolution is not there.
Ever since we publicly disclosed Stratus last February we are getting overwhelming interest from all over the world. Everybody wants to call and talk to us. It's similar to -- before I joined Juniper I spent 20 years at Sun Microsystems -- when Sun invented Java in 1995. The phone was ringing off the hook because everyone wanted to know something about Java. And right now, while it will still take some time for Stratus to become available, we are actually enjoying such publicity.What is the timeframe for Stratus
Yen: It will take a couple of years. But whenever certain pieces of Stratus technology become available we will offer it on top of today's product.Stratus inside (Laughing from group).
Yen: We may not give it the Stratus label but we will apply some pieces of technology when it becomes available.Is Stratus similar to what Jayshree Ullal and Andy Bechtolsheim are up to at Arista
Yen: Certainly they have gotten a lot of publicity and they have done a respectable job considering their size. But if you read some of their speeches they say they're pretty much providing the access layer. And when asked how about the core, they actually say the customer will have to go through Cisco or Juniper to complete a whole configuration. They know their limitations.Shifting gears to computing, what do you make of Cisco's Unified Computing System