Emphasis on Telecom Business Amid Concerns about Neglect

The speaker expressed concerns about Juniper's underperforming telecom business due to lack of investment, potentially shifting focus to the fast-growing enterprise market. There is apprehension about neglecting the telecom sector and prioritizing other areas. Questions were raised about Juniper's offerings for telcos and implications for their 5G activities. The speaker highlighted the need for Juniper to clarify their strategy and expressed skepticism about their Q&A presentation. Reference was made to Nokia's past emphasis on end-to-end product portfolio, drawing a parallel regarding the marketing pitch.