According to various SD Times sources, including one inside Cisco, Google is exploring the idea of dumping Juniper Networks in favour of building its own routers to handle their ever-expanding need for bandwidth.
It seems unlikely that Google would go all in on the hardware end like this, but whether they partner up or not, just a rumour is enough to make companies like Cisco nervous—and send Juniper stock into a tailspin. [SD Times via Bnet via Slashdot]