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According to Business Week, "analysts unanimously agree[d] that Juniper's boxes [were] technically superior to Cisco's because the hardware does most of the data processing.Cisco routers still relied on software, which often results in slower speeds." The press often depicted Juniper and Cisco as a "David versus Goliath" story.Juniper Networks entered the IT security market with its own JProtect security toolkit in 2003 before acquiring security company Net Screen Technologies the following year.It entered the enterprise segment in the early 2000s, which accounted for one-third of revenues by 2005.This was followed by a 9 million settlement with stockholders in February 2010.Johnson focused the company more on software, creating a software solutions division headed by a former Microsoft colleague, Bob Muglia.

Juniper Networks signed agreements with Alcatel and Ericsson to distribute the M40 internationally.The stock set a record in first-day trading in the technology sector by increasing 191% That same year, Juniper Networks moved its headquarters from Mountain View to Sunnyvale, California.By 2001, Juniper controlled one-third of the market for high-end core routers, mostly at the expense of Cisco Systems sales.Juniper also hired other former Microsoft executives to focus on the company's software strategy and encourage developers to create software products that run on the Junos operating system.Juniper established partnerships with IBM, Microsoft and Oracle for software compatibility efforts.

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