Table of Contents
Executive Summary........................................................................... 3
Pity the IT manager ...................................................................................................................3
Industry overview.............................................................................. 7
The big picture – from convergence to specialization...............................................................7
Key themes......................................................................................... 9
Theme #1: Datacenter automation ...........................................................................................9
Theme #2: Flat infrastructures ................................................................................................11
Theme #3: Visual networking..................................................................................................13
Market and technology drivers ...................................................... 14
Market drivers........................................................................................................................14
Technology drivers..................................................................................................................16
Company overview – Cisco Systems............................................. 27
Product portfolio and target market segments .......................................................................27
Industry outlook ......................................................................................................................33
Company overview – Juniper Networks ....................................... 36
Product portfolio and market segments..................................................................................36
Growth strategy ......................................................................................................................39
Company overview – F5 Networks ................................................ 41
Product portfolio .....................................................................................................................41
Growth strategy ......................................................................................................................46
Risks and Valuation......................................................................... 48
Cisco ......................................................................................................................................48
F5 Networks ...........................................................................................................................49
Juniper Networks....................................................................................................................49
Appendix A: Glossary...................................................................... 51