Juniper (JNPR +2.9%) has rallied two days in a row since announcing its $176M purchase of...


Juniper (JNPR +2.9%) has rallied two days in a row since announcing its $176M purchase of software-defined networking (SDN) startup Contrail Systems (I, II). Light Reading thinks Contrail could be working on a genuine open standards-based SDN controller, something very different from the semi-proprietary solutions of Cisco and VMWare/Nicira. Stifel notes Cisco's (CSCO) plans for its OPEN SDN architecture involve selling proprietary software for its switches - thus, SDN appears a means to its goal of doubling software sales over the next 5 years.

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