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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	5/16/2001 10:48:04 AM
From: Frederick Langford	Read Replies (1) of 37746

09:44 ET Core Router Market : The latest report from consulting group Dell'Oro confirms that Cisco (CSCO 18.57 -0.17) continues to lose ground to Juniper (JNPR 53.50 +0.35) in the core router market. Cisco's Q1 share fell to 59% from 65% while Juniper's rose to 38% from 34% (AVCI rose to 2% from 1%). Though there had been recent talk of Cisco stabilizing its position, at least one rumor on this front - that Cisco was winning business away from Juniper at Qwest (Q) - was apparently untrue; sources at CSFB said after a Juniper presentation at their conference that Q was undecided on next-gen purchases and opting to upgrade JNPR routers with new cards for now.

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