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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 5:47:09 PM
From: Atin	Read Replies (1) of 54805

I guess I wasn't talking of the enterprise market when I was questioning the power of IOS - I was talking about the service provider market (the market JNPR plays in and many new router companies play in). The service provider market seems not to be tied to IOS. Witness the strength of Juniper when Cisco didn't have the speeds and feeds to match - so it seems that switching costs from IOS were not prohibitive. Maybe there are two games going on in the router market - enterprise and service provider. One game is done - the other isn't, or so it would seem. And Cisco is trying to leverage the software from one market into the other and I am not sure whether this is an advantage when trying to match speeds and feeds with smaller players like JNPR that don't have to worry about legacy protocols etc that no one in the service provider market uses. -Atin

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