Hi Ibexx and Jeff, the Delloro figures show quite a different picture from what the article you posted claimed. For instance, Delloro says Cisco has the following market share:
* Cisco's market share rose to 64% in OC-192 from 0% in 2000, where Juniper had 31% in 2001. So in reality, Juniper had no competition from Cisco in the high end in 2000, but once Cisco put a competing product in place, they took the lion's share of the market in less than one year.
* Also, Cisco had 74% in core routers, while Juniper had 24%. Your article is incorrect in this area, as all other reports show Juniper steadily losing market share over the last two quarters.
* In the edge, Cisco started with 68% in Q1 of 2001 and Juniper had 22%. By the end of 2001, Cisco had 75%, while Juniper had 9.1%. Your article tells quite a different story in the edge market. Not sure which statistician is correct, but clearly there is some discrepancy.
So who to believe, RHK or Delloro. It's your call, but taking a reasonable 3rd parties view of the situation, I look at the topline and see Cisco's revenues stabilizing and Juniper's still declining. Based on that alone, I'd say Juniper is losing market share and is in some deep doodoo. So be wary of accolades being given to Juniper when there isn't a clear revenue picture to support it.
Here's some other links:
nwfusion.com
nwfusion.com
delloro.com
businessweek.com
news.com.com |
