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Thursday, Dec 6
2012, 1:58 PM
Cisco (CSCO +1.3%) and Juniper (JNPR +3.9%) are higher, possibly aided by a Credit Suisse note...
Cisco (CSCO +1.3%) and Juniper (JNPR +3.9%) are higher, possibly aided by a Credit Suisse note downplaying the threat posed by software-defined networking (SDN) solutions, such as those offered by VMware's (VMW) Nicira. CS notes most of the IT pros it spoke with at a conference were "simply trying to understand what is SDN," and argues Cisco has a "practical and flexible" SDN strategy (I, II, III). Others have suggested SDN fragmentation between controller standards pushed by Cisco, Nicira, and the OpenFlow camp are a problem. Cisco's analyst day is tomorrow.