It's a busy Tuesday for the vendors. Juniper Networks (NASDAQ:JNPR, news, filings) today unveiled an upgrade to its MX router portfolio. The MX Series 3D Universal Edge Router now has additional capacity, subscriber bandwidth, and service performance via new line card enhancements.
And signing on for the launch was XO Communications, which is deploying Juniper's new edge router technology as well as its converged supercore router technology in the core. They expect network capex cost savings of up to 65% over traditional architectures and 35% as compared to a pure IP routing solution. XO announced an upgrade to 100G at the transport layer last year for both longhaul and metro/regional.
I've noted an increase in M&A speculation surrounding XO lately in comments both on and offline. However, I've heard it all before many times, and while I can think of reasons why Icahn ought to sell I haven't thought of a new reason why he and any prospective buyers might now agree on the company's value. We shall see.
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