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Cisco, Juniper Fall on Report Amazon May Sell Data Switches

  • Amazon Web Services may enter market for white-box devices
  • The Information says AWS will undercut rivals on price
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Shares of data networking companies including Cisco Systems Inc. tumbled after a report that Inc.’s cloud unit may begin selling its own switching devices.

Amazon Web Service’s plan to enter the $14 billion global market for the equipment that helps shepherd traffic around networks, signals the company may become more entrenched in the enterprise computing marketplace, The Information reported, citing a person with knowledge of the discussions. It would pose a formidable challenge to existing players including Juniper Networks Inc. and Arista Networks Inc. because AWS would price the so-called white-box switches from 70 percent and 80 percent less than compatible ones from Cisco, the news site reported.