>> Nortel has 90% of the OC-192 market share. I don't believe Cisco is in the hunt at all at this point in time (OC-192).
Your assumption/fears are unfounded, MountainGal; I haven't kept up to date since I stopped calling on Cisco in November, but at that time there were active OC192 programs in process. Nortel may have 90% at the moment, but it's a large share of a very tiny market. Silverback Cisco doesn't want or need to be the first entrant in order to guarantee large market share, and OC192 is "merely" a continuous innovation. Remember, Cisco's dominance is due to software, not hardware..
In the past, techno-savvy investors in 3Com, Newbridge, Bay, Ascend, etc. have overlooked this key element of Cisco's primate nature to their eventual financial dismay. But as a Gorilla gamer, I'm sure you won't fall into the trap of looking at individual product offerings to assess Cisco's future prospects.
jmho, of course,
uf |
