The network wars are heating up. Juniper Networks
Taking Trapeze off the hands of electrical equipment builder Belden
It's a large market, and Cisco is the 900-pound gorilla in the room. If Juniper can capture a larger slice of the $2.2 billion enterprise wireless networking market than Belden could, this might be the best $152 million Juniper ever spent. That's before accounting for the synergies created by having an end-to-end solution rather than just one piece of the puzzle. If IBM
Cisco took that lesson to heart and is now selling everything from server systems to consumer-level Wi-Fi routers, touching every point in between those extremes. Juniper is a much less complete conglomerate, but is working hard on its Cisco (and IBM) impersonation skills. At the moment, the underdog is growing faster than the gorilla. With a few strategic acquisitions along the way, such as this agile Trapeze move, I don't see why that trend would reverse over the next couple of years.
Watch out, Cisco -- Juniper is coming after your biggest customers. How do you plan to fight back?
Follow this David and Goliath tale by adding the stocks to your Foolish watchlist.
Fool contributor Anders Bylund doesn't hold a position in any of the companies discussed here. The Fool has written calls (bull call spread) on Cisco Systems. The Fool owns shares of IBM. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.