On Cisco's vulnerabilities:
techweb.com
While generally highly complimentary to Cisco, the article points out seemingly serious soft spots in its competitive armor. What's missing in the article is Cisco's plan for combating the new threats to its supremacy. Where's Cisco's terabit router? How will it keep Juniper and Amici at bay? Below are excerpts that should raise concerns for LT CSCO investors. Comments?
<<<.. Extreme hopes to carve its niche around a family of enterprise Gigabit Ethernet switches that company backers claim will blow by the slower, expensive routers that have made Cisco rich. ...
<<<.. Juniper Networks Inc., another competitor, uses the same analogy for the service provider market. Terabit switch routers will make the Internet reliable, fast and a generation ahead of Cisco's best switch routers ...
<<<.. Incyte Pharmaceuticals Inc., a DNA research company, has about 100 Foundry Networks switches in 10 buildings. Fully loaded routers from Bay or Cisco would have cost $130,000 each, compared with the $3,000 to $20,000 for the Foundry switches. The gigabit switches perform at three to four times the capacity of the routers ...
<<<.. As networks converge and run only IP traffic, it makes no sense to have "large, expensive routers," ...
<<<. Cabletron says the SSR 2000 is 77 percent less expensive than Cisco's 8510 ...
<<<.. The SSR switches "have 10 times the performance of Cisco products at one-tenth the cost,"... >>>
Comments are invited.
Tulvio |
