Cisco (NASDAQ:CSCO) and Juniper (NYSE:JNPR) could face a long-term challenge from startups such as Nicira, who use a combination of third-party chips and network virtualization technology to enable switching solutions they tout as both cheaper than traditional offerings, and more flexible from a software/services standpoint. However, Cisco and Juniper assert their proprietary solutions still offer major performance benefits.
Cisco (NASDAQ:CSCO) and Juniper (NYSE:JNPR) could face a long-term challenge from startups such...
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