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Cisco Borderless Networks: The Reality of the ISR G2
Today Cisco announced a series of updated Integrated Services Router (ISR G2) products for branch office applications. The ISR line has been on the market for over 5 years now and we've been expecting new branch products from Cisco for quite some time. And since this announcement follows the release of our own award winning SRX Series Services Gateways for the branch by a couple of quarters, I could be accused of being more interested than most
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Although we compete with Cisco, watching the ISR G2 webcast today reminded me of why I love being in the networking industry. Juniper aspires to "connect everything, empower everyone." Cisco promotes the "borderless network." At a basic level, we both believe in the transformative power of the network to change our work and our lives. The path each company follows to deliver this shared vision will, however, be very different.
Cisco's campaign is a high-concept illustration of their expanded focus on application and collaboration technologies. Advertising spots include the story of a woman who tries on dresses without touching any fabric (or the help of a saleswoman), astronauts in orbit interacting with a small class of school-age children via telepresence, and doctors using a shared x-ray image to guess what type of toy car a young boy swallowed (it's a Jaguar). They're really fun to watch.
I can't fault Cisco for trying to get beyond their networking roots. Observers around the industry agree that Cisco's continued growth depends on getting a higher share of the IT budget - and this is where Juniper and Cisco's paths diverge. Selling a grand vision like "borderless networks" (and the associated suite of telepresence products, WebEx services, and Flip video cameras) is the best way to capture more and more IT dollars. It's also a sure-fire way to get some customers to look beyond weaknesses in the products themselves. Let me give you a few examples:
Security
The new ISR G2 product line lacks a comprehensive set of content security tools. That means customers still need to purchase, install, and manage Cisco's ASA products for basic antivirus, antispam, data loss prevention, and web content filtering capabilities. In contrast, our SRX Series Services Gateways support the full complement of UTM tools with hardware acceleration for antivirus and intrusion prevention. Because our Dynamic Services Architecture allows us to maximize performance from a multi-core processing subsystem, we can deliver all of these high-performance features without needing expensive, management-intensive add on hardware modules.
Performance
Cisco's announcement highlights a 5X performance improvement compared to previous ISR products. Today's buyers will evaluate the G2's performance using a more competitive scorecard. In the 5 years since the ISR hit the market, state of the art performance has advanced dramatically. Cisco's published services-on performance levels top out at 150Mbps. Juniper's branch routers deliver up to 7Gbps firewall performance and up to 900Mbps IPS performance. We're so confident in our ability to deliver best-in-class performance that we publish a comprehensive set of services-on specs on our public data sheets. When it comes to performance, Cisco believes that services-on performance that can keep up with the WAN is good enough. In a truly borderless network, performance inside the branch is just as important as performance at the WAN border.
Operating System & Licensing
Cisco touts a "new software model" that features a single IOS image across all members of the ISR G2 family. We think this is a step in the right direction. Cisco is still far from having one code base and one release train across their enterprise portfolio. Juniper JUNOS Software sets the industry standard for reliable, on-time releases for routing, switching, and security applications using a single, highly consistent code base. Cisco's licensing strategy also clarifies their ongoing strategy for revenue extraction. Where Juniper includes many essential branch capabilities in our base models (firewall, VPN, L3 services), Cisco requires multiple expensive licenses for each group of features.
Thanks for listening. I'd like to close with a few final thoughts. Juniper's vision is to "connect everything, empower everyone." It's the network that enables that vision. It's the network that delivers advanced new applications that will transform retail, allow astronauts to talk to schoolchildren, and help doctors diagnose diseases. And it will be a network built on a foundation of high performance and security - connecting everything and empowering everyone.



