I believe there is a product transition issue going on. I think that it has lost the mindshare of its channel partners and some customers because, from a product improvement perspective, it hasn't introduced new features for its core product in about a year.

Erik Suppiger

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There's a legitimate upgrade cycle coming. It's just getting started.

— Erik Suppiger

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In light of the fact that they basically were at the low end of their guided range and they missed the consensus revenue number, yes I think there's a slight disappointment in the revenues.

— Erik Suppiger

While I can't rule out [a Juniper acquisition], I don't think it will happen.

— Erik Suppiger

I would expect when the new features come out, it will generate an acceleration in the company's growth. And while the product transition is a least a quarter out before it gets meaningful, I still think it's a good buy at this level.

— Erik Suppiger

North America was stronger than I was anticipating in terms of bookings growth. While the reported results were in line to slightly better than expected, they certainly point to improving order activity and some encouraging signs on that front.

— Erik Suppiger