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Non-Tech : Raptor's Den
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To: t2 who wrote (4047)10/2/2002 11:52:40 AM
From: Jorj X Mckie  Read Replies (1) of 10157
 
CSCO is very dominant in the enterprise market. I think you will see many of the U.S. networking equip mfg companies merge or disappear.

But Huawei is not a small company. And you shouldn't assume that it is a level playing field in China.

One thing to remember as well is that the rest of the world is looking for an alternative to U.S. based Cisco.

That being said, I think that Cisco wins in the long term, just that they competitive landscape is tougher than most think.
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