Jack,
Did you read the same announcement I did? I't didn't appear to have anything to do with Cisco's routers... it seemed to target a relationship bringing together Corning's expertise in fiber and Cisco expertise in communications products. Not sure what there was to do with IP other than the fact that Cisco's known to be an expert in this area and that IP is the bit's traveling on the glass.
Did you see this piece today? Interesting...
lightreading.com
Volpi also addressed questions regarding Juniper’s jump in market share in the
core router market over the past few quarters.
“We lost some market share when we weren’t performing,” said Volpi. “But the
way this market works is that these providers are looking for the best technology,
and I think we have a chance to get some of that market share back.”
In particular, Volpi focused on the fact that Cisco would be introducing its own
OC192 (10 Gbit/s) interface cards for the core GSR platform in December, with
general availability in January.
“We are seeing a lot of interest from customers,” he said. “And they are giving us
reason to think that we have a technology edge over Juniper.”
When asked about comments that Mike O’Dell, senior vice president and chief
scientist at Uunet, made in a Business Week article regarding his
disappointment in Cisco’s core routing platform, Volpi fired back:
“Don’t forget that Uunet is an investor [in Juniper], so I would take those
comments with a grain of salt. Besides, Uunet is one of those customers who
has expressed interest in our OC192 line cards. If they weren’t interested in our
product, I don’t think they’d be calling us.” |
