Re: Financial Vs Product engineering?
"How about investing the money in new products that customers want to buy. If they did that then maybe revenues would rise in the longer term."
Juniper already makes a fulll lineup of routers and switches. What more do they need? It might be better for them to kill some of the more differentiated products, and focus on getting better margins on the higher volume general purpose products.
Cisco, particularly is overly differentiated. How many 1U switch models do they have? It has to be more than 30. How many different switch stacking technologies are they maintaining? Three that I know of.