Pat,
Yes $10B is what Chambers said.
I strongly doubt that CSCO will have an easy sell to the major common carriers after taking out AT&T's network for a day or so.
The Cerent box, to me, sounds as if it's targetted right at the heart of Carriers' network capability. Any slight outage here would be seen by all customers across all services. It would be an extraordinarily rigorous sales process even for LU, NT, etc. This is just not CSCO's strength.
Can they do it? Don't know. But I wouldn't rely on their track record with ISPs and Large Companies as the sole indicator of their success in this space.
As usual with anything, the most important step in building a new product, is that original "Eureka" into what would lead to a dramatic improvement. The Eureka is now in the public domain. Others will have been working on a better mousetrap for some time, perhaps even years.
After the WCOM 10 day failure, I think CSCO is going to have a very difficult time displacing TLAB let alone capturing a 30%+ market share.
But if they do, it's time to sell NN and go with the next world ruler.
JMHO,
Ian. |
