Radware: Negotiating a licensing deal with Juniper? - Oppenheimer (37.20 )
Oppenheimer says based on checks they believe Radware is in advanced negotiations with Juniper (JNPR) for a software licensing deal. The firm says, Juniper is looking to license Radware's ADC engine and integrate it with its own data center switch architecture, the QFabric. While details are still limited, they believe the deal could be substantial in size (~$70-$100 mln) and over a long time frame (3-5 years). They note that Juniper and Radware have already announced a relationship in 4Q11 to sell Radware's ADC solution on Juniper's MX routers targeting the service provider market.