One thought on “For Juniper, End of The Wonder Years”

  1. Om, Interesting how you tie in the ability to acquire/integrate smaller companies as a sign of the maturity of a larger player. Couldn’t agree more as we see more and more smaller companies looking to be acquired (rather than at an IPO) as an exist strategy. The established companies that stand to gain the most from this market dynamic are the ones that can best find, acquire, integrate and then market the brainpower and technologies from these smaller companies. As we see across the IT market, large companies are ramping up M&A activities because they see it is a clear way to strategically grow; those larger firms that lack a clear M&A strategy and process risk falling behind.

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