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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (8109)	8/3/2001 3:55:33 PM
From: fedhead	Read Replies (1) of 57684

Not too sure about competitive position of Avici any more. There is a price war in high end routers between Cisco and Juniper and I think we have been winning our fair share against Juniper. I am wondering if the network equipment industry is being commoditised where the vendors lose pricing power. Sort of like the disk drive business or the CPU business now. Anindo

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