An article from the BAY/NN thread which is quite supportive of COMS :
"Networkers Push Ahead To Next Level - Layer 3 "
"Layer 3 switches are about five times faster than routers, but cost
one-third the price, says Dataquest's Armstrong. An average Cisco router
sells for $100,000, while a 3Com Layer 3 product costs $30,000, he says.
3Com, and perhaps Bay, are well-positioned in the coming Layer 3 battle,
says Martin Pyykkonen, an analyst with Furman Selz LLC in San Francisco. "
"3Com, the No. 2 play in networking, might have the most riding on Layer
3. Success with its Layer 3 line, called CoreBuilder, would show 3Com's
prowess in landing large customer accounts and threaten Cisco, says
Furman Selz's Pyykkonen.
''CoreBuilder could be the (industry's) key product in the next six
months,'' Pyykkonen said. ''But it's going to be tough to sell against
Cisco.''
In the next year, 3Com wants to grab up to 30% of Cisco's $1 billion
router business, says Sege. That would be a huge jump. Cisco had 56% of
the worldwide router market in the third quarter, compared with only 6%
for 3Com, says Dataquest.
Sege says corporate users are buying 3Com's Layer 3 equipment to augment
their older Cisco routers. "
Message 3125256
Mang |
