<< What market of Cisco's is in tornado? High end routers? Yes - but they are losing market share to JNPR and others in this area. My point in spades is that Cisco's business is main street - and an aging main street >>
Cisco's core business is plumbing and pipes, switches and routers.
Gorilla lock with 75% market share.
Last I heard nothing has replaced switches and routers at the core or on the edge, either in current gen or next gen, and one seems to roll from on gen to the next somewhat seamlessly, does it not?
Main Street? Perhaps. Aging main street? Not. Terrabit routers replacing gigabit and the edge taking on importance. Switches still in play. Router based IP networks the next tornado as wireline and wireless converge.
Cisco has to worry about Juniper, but NOT Nortel, in their core market.
Nortel has to look over their left shoulder at Alcatel, Lucent, Motorola, Siemens, Ericsson, and Nokia in their core business. They are gorilla of none, king of none.
<< NT is taking over a huge tornado (fiber optics). >>
They are king of optical networks but that is just a portion of the whole. Totally tied to telcom. Kiss of death at the moment (even though they have done better than their peers).
Great company. Doing exceptionally well for last 21 months.
Nortel has to worry about Cisco however.
With good reason they best look over their other shoulder at Cisco for the router based next gen IP network as Cisco expands from the enterprise to the carrier with a strategy not completely clear to the investing public (and not to me either, but the tidbits fascinate).
Sincerely sorry about the lukewarm reception to Nortel's numbers and the CC this evening. This market needs no disappointments, real or imagined.
- Eric - |
