shane, Dell'Oro has reported that the router market was $5.2B in
1997. CSCO had $3.234B of it. Still, the CSCO 12000 (GSR - Gigabit
Switch Router) family is at the highest end so it captures a small
percentage.
I don't really understand the size of the CSCO 12000 market.
The GSR appears to be significant, at least from a name standpoint.
Look at these customer sign-ups:
o Sprint:
cisco.com
o GTE:
cisco.com
o UUNET:
cisco.com
o And finally, the one you'll use:
cisco.com
I think CSCO at one point (in IBD) hinted that it was a
significant product but not nec. a huge revenue earner.
Is that true?
Looks to me like the $10-30,000 price range
zdnet.com
Do you have any idea how much these gizmos cost?
Are these routers/switches/whatever(!!!!) in the $100,000 area,
the $50,000 area, or the $10,000 area. Guess: $50k area.
Suspect distribution will not be plentiful but will last for many
years. I would think that as the price comes down, many of the
routers in that $5.2B market will get converted over.
And how many will be shipping?
I must admit that when CSCO announced the 12008:
cisco.com
and I remembered the LSI announcement:
cisco.com
I probably got overly excited. Just the thought of 7 ASICs in
every router (I knew CSCO had a lock on that market) set
my head swimming. What I didn't realize was that the product
to be shipped this month is the 12008 and that the family started
shipping last fall. I must say that the affect on LSI has not been
too dramatic thus far!
I think what was significant for CSCO was that this is a next
generation product. Might mean more work for LSI down the
road or ongoing even.
If you like to read technical material, the 12000 is here:
Family:
cisco.com
Applications:
cisco.com
Product Overview (below the TOC):
Introducing a New Cisco Product: Cisco 12000 Series Gigabit Switch
Router. The Cisco 12000 series is the newest addition to the
company's next generation of Internet routing products and is the
premier platform for
o Internet service providers
o Internet 2 (I2)
o Gigabit enterprise wide-area network (WAN) backbones
o Gigabit metropolitan-area network (MAN) backbones
cisco.com
o~~~ O |
