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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who started this subject12/21/2000 10:48:55 PM
From: tinkershaw  Read Replies (1) of 54805
 
Next Generation Optical Routers

Avici is indeed a pre-chasm company with the potential to do to Juniper and Cisco what Juniper did to Cisco in OC-192 capable routers. The below linked research report is full of a wealth of detailed knowledge of who, what, why and how these next generation core routers are being created. A very excellent read, and something to watch for to see if Juniper and Cisco respond appropriately to this new class of router; a class of router that JNPR and CSCO currently do not have any response to.

epoch.com

Tinker
P.S. One thing not mentioned in the article is the Gilder "Lambdasphere" where all routing is moved to the edge and all optical routing is done through passive components and tunable lasers such as those made by AVNX and NUFO. Some analyst project that over the next 5 years or so this new NGN structure will eat into the core router market; others think this transformatin is further out into the future and predict a $20 billion core router market by 2004 (that is enormous and a 64% CAGR in growth from now until 2004...yes, Cisco can get much larger than it is now, and sustain its current revenue growth, even on its huge revenue base now, with such a market to attack).
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