Cisco Message Board - Msg: 14885733

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco

CSCO 73.11

+0.3%

Oct 31 9:30 AM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Frederick who wrote (342)	11/27/2000 9:54:52 AM
From: The Phoenix	Read Replies (4) of 405

Cisco's heritage, their 'raison d'ete,' is IP routing, and since the demise of Wellfleet they have owned the router market. Shouldn't we be concerned if they can't develop a competitive product in this space? CSCO core competency is IP... not neccessarily IP routing. This would include any technology neccessary to deliver service using IP. I think the best way to put this is that CSCO's core competency is in putting together IP "solutions" for companies and carriers... routers are only part of the solution. I think this is where most competitors lose the vision and are unable to compete. Competitors compete on product - CSCO competes on solutions... there's a big difference That said, CSCO still has a 92% market share in mid-range, high-end, multiservice routers and a 75% share in core and edge routers so I'm not sure what you mean when you suggest that CSCO doesn't have a competitive product. If you're referring to the JNPR numbers please refer to my earlier post on this thread for my comments. In a nutshell JNPR's numbers include service revenue - CSCO's do not. Also CSCO market share has fluctuated from the low 70% to around 80% for about 2 years in that market so a 75% share would indicate that CSCO is competing fine... and without 10G. Can you imagine what the share would like like with 10G on the GSR??!! I hear we'll find out soon. One thing I didn't point out in my earlier post on this matter is that when CSCO had 80% share LU was the main competitor and LU reported equipment revenue only. Since JNPR reports both equipment and service resulting in close to 30% market share I would guess that backing out the service would make this market share battle look the same as it did when LU was competiting with CSCO... in other words not much has changed other than analysts perceptions and those that listen to these folks. OG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next