Yates: What other trends do you see impacting the future of networking?
Geerts: I think that from where Juniper sits what we're seeing is obviously the exponential growth of IP. Broadband speeds are certainly increasing, but there's certainly a move to multi-play services including video on demand and triple-feed video. There's a lot more bandwidth that's getting used.
What we're seeing as other trends in the carrier market is there is absolutely a push for consolidation. So if everything is moving to IP, then let's try and deliver it over a common infrastructure. That infrastructure is almost, in all cases, some flavour of MPLS.
[Short for Multiprotocol Label Switching, an IETF initiative that integrates Layer 2 information about network links (bandwidth, latency, utilization) into Layer 3 (IP) within a particular autonomous system--or ISP--in order to simplify and improve IP-packet exchange.]
That's where we've invested heavily. We're certainly very active in the ITF and read a lot of those influence forums and I think that when you start to put all of these services over a common infrastructure then it has to be very, very reliable.
A lot of the effort we've put in over the last few years has been the recovery times of MPLS etc.
So essentially you can have a failure or two in your core network and not feel any impact on any of the edge services which is what people are crying out for. But then along with that we are definitely seeing a move towards Ethernet and of course optimised Ethernet.