Nonetheless...if Cisco is doing 30% of thier business with SP's that would mean they are generating $2.4B of their annual revenues from SP's while ASND is generating less than $1B.
Gary, please try not to compare apples and oranges. CSCO has a large, large business with SP's. And what do you think that business mostly consists of? You got it. Routers. Routers big, routers small, routers, routers everywhere. You can't be an SP without routers. Routing is synonymous with the internet, as you well know.
You seem to love going around comparing some relatively small % of CSCO's business, with ASND's total revenue. Yes, we all know that CSCO is at least 6x ASND on a revenue basis.
A better comparison relative to the SP business is RAC and ATM, where they compete head to head. I'll give you routing (vs. the weak GRF line). But in RAC and ATM, ASND rules, right now. It could change, but it hasn't so far. We'll just have to wait and see.
I'm long both. But though you have stated in the past you are long ASND, you never seem to have anything positive to say above them. Quite the contrary, you often seem to paint a darker picture than actually exists. Is there an agenda here??? :)
Gary |
