JNPR has an advanced AI narrative and potential for strong growth from office/branch modernization; long-term strategic benefit is uncertain.

Yes, most of that is Juniper technology now.

I think one of the really interesting things about Juniper is their use of a combination of custom silicone and commercial silicone, which is off-the-shelf silicone. So, I think they can really deliver a customized solution in the data center, but more importantly, they can look to the future at the edge, and that's where the importance of the AMD partnership lies.

Rami Rahim, the former CEO of Juniper who now runs the networking group at HPE, jokingly remarked that many of those things should be put in museums.

I think Juniper's artificial intelligence story is advanced enough. They were the first vendor to really embrace that, and they can see very good growth as companies begin to modernize their offices and branches.

Juniper, however, combined the two. We will see if that will be in their best interest in the future.