On Fri, 9 Jun 2023 at 16:58, Andrey Kostin via juniper-nsp <juniper-nsp@puck.nether.net> wrote:
> Not sure why it's eye-watering. The price of fully populated MX304 is > basically the same as it's predecessor MX10003 but it provides 3.2T BW > capacity vs 2.4T. If you compare with MX204, then MX304 is about 20% > expensive for the same total BW, but MX204 doesn't have redundant RE and > if you use it in redundant chassis configuration you will have to spend > some BW on "fabric" links, effectively leveling the price if calculated > for the same BW. I'm just comparing numbers, not considering any real That's not it, RE doesn't attach to fabric serdes. You are right that the MX304 is the successor of MX10003 not MX201. MX80, M104 and MX201 are unique in that they are true pizzabox Trios. They have exactly 1 trio, and both WAN and FAB side connect to WAN ports (not sure if MX201 just leaves them unconnected) Therefore say 40G Trio in linecard mode is 80G Trio in pizza mode (albeit PPS stays the same) as you're not wasting capacity to non-revenue fabric ports. This single Trio design makes the box very cost effective, as not only do you just have one Trio and double the capacity per Trio, but you also don't have any fabric chip and fabric serdes. MX304 however has Trio in the linecard, so it really is very much a normal chassis box. And having multiple Trios it needs fabric. I do think Juniper and the rest of the vendors keep struggling to identify 'few to many' markets, and are only good at identifying 'many to few' markets. MX304 and ever denser 512x112G serdes chips represent this. I expect many people in this list have no need for more performance than single Trio YT in any pop at all, yet they need ports. And they are not adequately addressed by vendors. But they do need the deep features of NPU. I keep hoping that someone is so disruptive that they take the nvidia/gpu approach to npu. That is, you can buy Trio PCI from newegg for 2 grand, and can program it as you wish. I think this market remains unidentified and even adjusting to cannibalization would increase market size. I can't understand why JNPR is not trying this, they've lost for 20 years to inflation in valuation, what do they have to lose? -- ++ytti _______________________________________________ juniper-nsp mailing list juniper-nsp@puck.nether.net https://puck.nether.net/mailman/listinfo/juniper-nsp