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Juniper-Polycom Deal Set to Challenge Cisco

Cisco's (CSCO) move into the video conferencing market through its acquisition of Tandberg is being countered by a recently announced partnership between Juniper Networks (JNPR) and Polycom (PLCM) whereby the two companies will sell their products jointly.

Together the two companies intend to provide customers with less expensive, open standards-based video conferencing equipment that leverages network equipment (routers, switches) from Juniper and video conferencing terminals from Polycom.

Below we discuss how the Juniper-Polycom partnership makes both companies more effective competition for Cisco and how it could impact Juniper and Cisco's stocks.
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