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Technology Stocks : Nortel Networks (NT)
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To: The Phoenix who wrote (7376)10/24/2000 1:02:53 PM
From: Lerxst  Read Replies (1) of 14638
 
Phoenix,

I absolutely agree that all three will continue to do well.

However, I must respectfully disagree with your assessment of CSCO's ability to deliver a line-rate OC192 interface for the GSR. I think history will demonstrate that Cisco has been consistent in their disdain and/or inability and/or desire to deliver line-rate capable interfaces for their routers.

Also, I don't believe I've seen any concrete proof that Cisco understands service delivery better than anyone else. Of course I'm pretty tied up with the startup I work for so haven't been able to follow-along very closely over the last year or so.

Delivering a line-rate capable interface isn't about "brut force bandwidth delivery." The latter is simply a band-aid attempt at trying to solve network congestion, which typically just moves the congestion from one link to another.

The former, however, allows for efficient use of network links for providing the enhanced services that will become required of the data network. Being able to maintain line-rate on an interface as more and more services are enabled will become crucial. Juniper makes the claim that they can do this, while I don't think Cisco will ever be able to make a similar claim.

As such, its my opinion that Juniper will continue to gain marketshare in the carrier/service provider space for routers. With Juniper and Cisco the only two players left in this space, Juniper's gain will be at Cisco's loss.

Regards,

Lerxst
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