There are a lot of stories coming out on whether the DoJ’s decision to try to block the HPE/Juniper deal ends up helping Cisco (HERE and HERE, for example), and Juniper’s CEO has also made that comment. The sense of the view is that if blocking the merger helps the current dominant player, how can the merger be anti-competitive? In order to know whether the claim is true, we have to look at how the success of the merger would hurt Cisco, and whether that hurt is a result of the merger its...
