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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: paul_philp who wrote (48018)	10/17/2001 3:55:58 AM
From: techreports	Read Replies (2) of 54805

The command line interface (CLI) is probably less than 1% of what IOS does. The meat of IOS are the routing algorithms. Even though IP and the routing protocols (OSPF, BGP) are standards, their implementations are very different. One of the reasons Juniper has been successful is that they made Junos 'bug-compatible' with the routing protocol implementation in IOS. How easy is this to do? Juniper had to hire Tony Li and his team away from Cisco to get the job done. Other routing products that are not compatible 100% with IOS do not stand much of a chance in the market. Is it not likely that another router company will get their routers to work with JUNOS and IOS? Plus, isn't that illegal to hire Cisco employees and then ask them to build a product using technologies they developed at Cisco? As for lock-in, the proper term is switching costs. The cost of switching from IOS is very high. All your tech folks are trained in IOS and all you routing tables are built in IOS. There is very little question about Cisco's status as a Gorilla. I think the problem is that some people (including me) don't exactly know the difference between Cisco and Juniper. Juniper's routers were created for the core market, while Cisco had been focused on the enterprise which is like routers for corporations not telecom carriers, correct? When we get those reports on how much market share each company has, does that include all routers or just routers for the core? The metro? Where's Juniper's gorilla power coming from? Yes, there is a chance no other company will produce a router that works with JUNOS and IOS, but that doens't make JNPR a gorilla. I know Juniper has launch a program where companies can integrate their products with Juniper's or something, but I'm sure Cisco is doing the same. Say I start techreports OS company. I hire a few Microsoft programers and then create a OS that runs every Windows application. Am I now a gorilla? What happens if Microsoft changes APIs? What happens if Cisco changes or updates the IOS? Would creating a router that works with IOS be easier or harder than creating an OS that runs windows applications. The weird thing is, the technology is out there to create a OS that runs Windows applications, but it doesn't seem like linux or Apple is really focusing on this..? I really don't think Microsoft's hold on the OS market is THAT strong. I mean, I could see Windows w/ say 80% share if someone offered a OS that was decent and ran on x86 processors.

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